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Smart Money Group LLC: MCO position timeline

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

Smart Money Group LLC held 2,499 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 2,499 shares
    Change vs previous 13F +181 shares

    0.29% of the 13F portfolio, value $1,132,014.

    13F-HR 0001728866-26-000005 filed by Smart Money Group 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 2,318 shares
    Change vs previous 13F -18 shares

    0.29% of the 13F portfolio, value $1,011,217.

    13F-HR 0001728866-26-000004 filed by Smart Money Group 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 2,336 shares
    Change vs previous 13F +10 shares

    0.35% of the 13F portfolio, value $1,193,525.

    13F-HR 0001728866-26-000001 filed by Smart Money Group 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 2,326 shares
    Change vs previous 13F +74 shares

    0.33% of the 13F portfolio, value $1,108,320.

    13F-HR 0001728866-25-000004 filed by Smart Money Group 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 2,252 shares
    Change vs previous 13F +246 shares

    0.35% of the 13F portfolio, value $1,129,503.

    13F-HR 0001765380-25-000302 filed by Smart Money Group 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/A 2,006 shares
    Change vs previous 13F +479 shares

    0.32% of the 13F portfolio, value $933,992.

    13F-HR/A 0001765380-25-000217 filed by Smart Money Group 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 1,527 shares
    Change vs previous 13F +42 shares

    0.25% of the 13F portfolio, value $722,685.

    13F-HR 0001728866-25-000001 filed by Smart Money Group 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 1,485 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $674,263.

    13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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