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Lineweaver Wealth Advisors, LLC: MCO position timeline

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

Lineweaver Wealth Advisors, LLC held 1,610 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 1,610 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $731,149.

    13F-HR 0001797873-26-000006 filed by Lineweaver Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,608 shares
    Change vs previous 13F +20 shares

    0.09% of the 13F portfolio, value $728,295.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth 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 ended2026-03-31
    13F 1,588 shares
    Change vs previous 13F -14 shares

    0.09% of the 13F portfolio, value $692,765.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth 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 ended2025-12-31
    13F 1,602 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $818,389.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth 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 ended2025-09-30
    13F 1,602 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $763,328.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth 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 ended2025-06-30
    13F 1,602 shares
    Change vs previous 13F -448 shares

    0.13% of the 13F portfolio, value $803,554.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth 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 ended2025-03-31
    13F 2,050 shares
    Change vs previous 13F -954 shares

    0.16% of the 13F portfolio, value $954,671.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth 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 ended2024-12-31
    13F 3,004 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,422,011.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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