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Disclosery

HB Wealth Management, LLC: MCO position timeline

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

HB Wealth Management, LLC held 13,535 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,535 shares
    Change vs previous 13F +330 shares

    0.03% of the 13F portfolio, value $6,130,423.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 13,205 shares
    Change vs previous 13F -801 shares

    0.04% of the 13F portfolio, value $5,760,753.

    13F-HR 0001172661-26-001543 filed by HB 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 ended2025-12-31
    13F 14,006 shares
    Change vs previous 13F +391 shares

    0.05% of the 13F portfolio, value $7,154,990.

    13F-HR 0001172661-26-000353 filed by HB 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 ended2025-09-30
    13F 13,615 shares
    Change vs previous 13F -21 shares

    0.04% of the 13F portfolio, value $6,487,733.

    13F-HR 0001172661-25-004398 filed by HB 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 ended2025-06-30
    13F 13,636 shares
    Change vs previous 13F +103 shares

    0.05% of the 13F portfolio, value $6,839,686.

    13F-HR 0001172661-25-002644 filed by HB 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 ended2025-03-31
    13F 13,533 shares
    Change vs previous 13F +10,352 shares

    0.05% of the 13F portfolio, value $6,302,184.

    13F-HR 0001172661-25-001594 filed by HB 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 ended2024-12-31
    13F 3,181 shares
    Change vs previous 13F +217 shares

    0.02% of the 13F portfolio, value $1,505,802.

    13F-HR 0001172661-25-000193 filed by HB 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 ended2024-09-30
    13F 2,964 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,406,685.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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