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Disclosery

Connecticut Wealth Management, LLC: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Connecticut Wealth Management, LLC on MCO, newest first. How the timeline and the estimate are built.

Connecticut Wealth Management, LLC held 6,915 MCO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,915 shares
    Change vs previous 13F -3,911 shares

    0.12% of the 13F portfolio, value $3,140,309.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,826 shares
    Change vs previous 13F -1,121 shares

    0.18% of the 13F portfolio, value $4,903,085.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 11,947 shares
    Change vs previous 13F -4,863 shares

    0.22% of the 13F portfolio, value $5,211,661.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 16,810 shares
    Change vs previous 13F +2,606 shares

    0.37% of the 13F portfolio, value $8,587,389.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 14,204 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $6,767,922.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 14,204 shares
    Change vs previous 13F -9 shares

    0.34% of the 13F portfolio, value $7,124,584.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 14,213 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $6,618,852.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 14,213 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,728,008.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).