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Roundview Capital LLC: MCO position timeline

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

Roundview Capital LLC held 7,175 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,175 shares
    Change vs previous 13F -5,672 shares

    0.18% of the 13F portfolio, value $3,249,701.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 12,847 shares
    Change vs previous 13F +866 shares

    0.35% of the 13F portfolio, value $5,604,607.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 11,981 shares
    Change vs previous 13F +277 shares

    0.38% of the 13F portfolio, value $6,120,614.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 11,704 shares
    Change vs previous 13F +20 shares

    0.35% of the 13F portfolio, value $5,576,834.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 11,684 shares
    Change vs previous 13F +795 shares

    0.39% of the 13F portfolio, value $5,860,696.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 10,889 shares
    Change vs previous 13F +508 shares

    0.37% of the 13F portfolio, value $5,071,008.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 10,381 shares
    Change vs previous 13F +256 shares

    0.34% of the 13F portfolio, value $4,914,166.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 10,125 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,805,336.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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