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Disclosery

LVW Advisors, LLC: MCO position timeline

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

LVW Advisors, LLC held 1,914 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,914 shares
    Change vs previous 13F -73 shares

    0.07% of the 13F portfolio, value $866,889.

    13F-HR 0001576053-26-000004 filed by LVW 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 1,987 shares
    Change vs previous 13F -620 shares

    0.08% of the 13F portfolio, value $866,829.

    13F-HR 0001576053-26-000002 filed by LVW 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 2,607 shares
    Change vs previous 13F +163 shares

    0.13% of the 13F portfolio, value $1,331,786.

    13F-HR 0001576053-26-000001 filed by LVW 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 2,444 shares
    Change vs previous 13F -18 shares

    0.12% of the 13F portfolio, value $1,164,518.

    13F-HR 0001576053-25-000003 filed by LVW 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 2,462 shares
    Change vs previous 13F +121 shares

    0.14% of the 13F portfolio, value $1,234,915.

    13F-HR 0001085146-25-003901 filed by LVW 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 2,341 shares
    Change vs previous 13F +84 shares

    0.13% of the 13F portfolio, value $1,090,181.

    13F-HR 0001085146-25-001955 filed by LVW 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 2,257 shares
    Change vs previous 13F -11 shares

    0.13% of the 13F portfolio, value $1,068,397.

    13F-HR 0001085146-25-000247 filed by LVW 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 2,268 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,076,371.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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