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Disclosery

LPL Financial LLC: MCO position timeline

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

LPL Financial LLC held 59,327 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,327 shares
    Change vs previous 13F -1,825 shares

    0.01% of the 13F portfolio, value $26,870,255.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 61,152 shares
    Change vs previous 13F -66,384 shares

    0.01% of the 13F portfolio, value $26,677,212.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 127,536 shares
    Change vs previous 13F -21,046 shares

    0.02% of the 13F portfolio, value $65,151,355.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 148,582 shares
    Change vs previous 13F +7,390 shares

    0.02% of the 13F portfolio, value $70,796,429.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 141,192 shares
    Change vs previous 13F +13,264 shares

    0.02% of the 13F portfolio, value $70,820,749.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 127,928 shares
    Change vs previous 13F +14,655 shares

    0.02% of the 13F portfolio, value $59,574,652.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 113,273 shares
    Change vs previous 13F +4,527 shares

    0.02% of the 13F portfolio, value $53,619,847.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 108,746 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $51,609,990.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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