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Disclosery

Smith Salley Wealth Management: MCO position timeline

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

Smith Salley Wealth Management held 11,164 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,164 shares
    Change vs previous 13F +332 shares

    0.22% of the 13F portfolio, value $5,056,414.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 10,832 shares
    Change vs previous 13F +28 shares

    0.24% of the 13F portfolio, value $4,725,671.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 10,804 shares
    Change vs previous 13F +4 shares

    0.27% of the 13F portfolio, value $5,519,236.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 10,800 shares
    Change vs previous 13F +343 shares

    0.26% of the 13F portfolio, value $5,145,886.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 10,457 shares
    Change vs previous 13F +382 shares

    0.3% of the 13F portfolio, value $5,245,047.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 10,075 shares
    Change vs previous 13F +367 shares

    0.31% of the 13F portfolio, value $4,691,744.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 9,708 shares
    Change vs previous 13F +593 shares

    0.3% of the 13F portfolio, value $4,595,249.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 9,115 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,325,848.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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