Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: MCO position timeline

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

Steward Partners Investment Advisory, LLC held 4,434 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,434 shares
    Change vs previous 13F +1,412 shares

    0.01% of the 13F portfolio, value $2,008,050.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 3,022 shares
    Change vs previous 13F -223 shares

    0.01% of the 13F portfolio, value $1,318,714.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 3,245 shares
    Change vs previous 13F +134 shares

    0.01% of the 13F portfolio, value $1,657,975.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 3,111 shares
    Change vs previous 13F +362 shares

    0.01% of the 13F portfolio, value $1,482,401.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 2,749 shares
    Change vs previous 13F -112 shares

    0.01% of the 13F portfolio, value $1,378,606.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 2,861 shares
    Change vs previous 13F -99 shares

    0.01% of the 13F portfolio, value $1,332,358.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 2,960 shares
    Change vs previous 13F +405 shares

    0.01% of the 13F portfolio, value $1,401,035.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 2,555 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,212,806.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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