Skip to content
Disclosery

Trust Asset Management LLC: MCO position timeline

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

Trust Asset Management LLC held 1,704 MCO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,704 shares
    Change vs previous 13F -27 shares

    0.05% of the 13F portfolio, value $771,776.

    13F-HR/A 0001608376-26-000003 filed by Trust Asset Management 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 1,731 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $755,149.

    13F-HR 0001608376-26-000001 filed by Trust Asset Management 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 1,731 shares
    Change vs previous 13F -65 shares

    0.06% of the 13F portfolio, value $884,281.

    13F-HR 0001172661-26-000173 filed by Trust Asset Management 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 1,796 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $855,758.

    13F-HR 0001172661-25-004719 filed by Trust Asset Management 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 1,796 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $900,856.

    13F-HR 0001172661-25-002690 filed by Trust Asset Management 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 1,796 shares
    Change vs previous 13F -24 shares

    0.07% of the 13F portfolio, value $836,379.

    13F-HR 0001172661-25-001693 filed by Trust Asset Management 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 1,820 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $861,533.

    13F-HR 0001172661-25-000238 filed by Trust Asset Management 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 1,820 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $863,754.

    13F-HR 0001172661-24-004610 filed by Trust Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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