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Disclosery

Summit Financial, LLC: MCO position timeline

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

Summit Financial, LLC held 3,088 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,088 shares
    Change vs previous 13F +426 shares

    0.02% of the 13F portfolio, value $1,398,805.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 2,662 shares
    Change vs previous 13F +248 shares

    0.01% of the 13F portfolio, value $1,161,413.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 2,414 shares
    Change vs previous 13F +138 shares

    0.02% of the 13F portfolio, value $1,233,246.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 2,276 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $1,084,483.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 2,210 shares
    Change vs previous 13F +446 shares

    0.03% of the 13F portfolio, value $1,108,529.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 1,764 shares
    Change vs previous 13F +123 shares

    0.02% of the 13F portfolio, value $821,477.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 1,641 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $776,800.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 1,619 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $768,361.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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