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Disclosery

Obermeyer Wealth Partners: MCO position timeline

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

Obermeyer Wealth Partners held 54,772 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 54,772 shares
    Change vs previous 13F +324 shares

    1.01% of the 13F portfolio, value $24,807,433.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 54,448 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $23,752,940.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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