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Disclosery

GeoWealth Management, LLC: MCO position timeline

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

GeoWealth Management, LLC held 2,414 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,414 shares
    Change vs previous 13F -187 shares

    0.03% of the 13F portfolio, value $1,093,686.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 2,601 shares
    Change vs previous 13F -849 shares

    0.04% of the 13F portfolio, value $1,135,149.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 ended2025-12-31
    13F 3,450 shares
    Change vs previous 13F -35 shares

    0.06% of the 13F portfolio, value $1,763,014.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 ended2025-09-30
    13F 3,485 shares
    Change vs previous 13F -99 shares

    0.06% of the 13F portfolio, value $1,661,132.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 ended2025-06-30
    13F 3,584 shares
    Change vs previous 13F -79 shares

    0.07% of the 13F portfolio, value $1,797,872.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 ended2025-03-31
    13F 3,663 shares
    Change vs previous 13F +693 shares

    0.07% of the 13F portfolio, value $1,705,942.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 ended2024-12-31
    13F 2,970 shares
    Change vs previous 13F +355 shares

    0.05% of the 13F portfolio, value $1,405,964.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 ended2024-09-30
    13F 2,615 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,241,054.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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