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Disclosery

Waterway Wealth Management, LLC: MCO position timeline

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

Waterway Wealth Management, LLC held 4,652 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,652 shares
    Change vs previous 13F +1,559 shares

    0.43% of the 13F portfolio, value $2,107,029.

    13F-HR 0001104659-26-082945 filed by Waterway Wealth 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 3,093 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,349,387.

    13F-HR 0001104659-26-045912 filed by Waterway Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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