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Disclosery

Crewe Advisors LLC: MCO position timeline

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

Crewe Advisors LLC held 3,957 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,957 shares
    Change vs previous 13F -673 shares

    0.13% of the 13F portfolio, value $1,792,205.

    13F-HR 0001730033-26-000003 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 4,630 shares
    Change vs previous 13F -478 shares

    0.17% of the 13F portfolio, value $2,019,838.

    13F-HR 0001730033-26-000002 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,108 shares
    Change vs previous 13F -312 shares

    0.23% of the 13F portfolio, value $2,609,422.

    13F-HR 0001730033-26-000001 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,420 shares
    Change vs previous 13F -602 shares

    0.25% of the 13F portfolio, value $2,582,522.

    13F-HR 0001730033-25-000006 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,022 shares
    Change vs previous 13F -195 shares

    0.43% of the 13F portfolio, value $3,020,575.

    13F-HR 0001730033-25-000004 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,217 shares
    Change vs previous 13F -208 shares

    0.41% of the 13F portfolio, value $2,895,195.

    13F-HR 0001730033-25-000002 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,425 shares
    Change vs previous 13F -393 shares

    0.42% of the 13F portfolio, value $3,041,403.

    13F-HR 0001730033-25-000001 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,818 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,235,755.

    13F-HR 0001730033-24-000005 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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