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Disclosery

XXEC, Inc.: MCO position timeline

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

XXEC, Inc. held 141,570 MCO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 141,570 shares
    Change vs previous 13F +72,325 shares

    8.25% of the 13F portfolio, value $63,526,379.

    13F-HR/A 0001828822-26-000007 filed by XXEC, Inc.
    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/A 69,245 shares
    Change vs previous 13F +57,395 shares

    6.3% of the 13F portfolio, value $35,247,921.

    13F-HR/A 0001828822-26-000003 filed by XXEC, Inc.
    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 11,850 shares
    Change vs previous 13F -1,502 shares

    6.05% of the 13F portfolio, value $6,053,576.

    13F-HR 0001828822-26-000001 filed by XXEC, Inc.
    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 13,352 shares
    Change vs previous 13F -66 shares

    5.36% of the 13F portfolio, value $6,361,961.

    13F-HR 0001828822-25-000006 filed by XXEC, Inc.
    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 13,418 shares
    Change vs previous 13F -595 shares

    5.41% of the 13F portfolio, value $6,730,335.

    13F-HR 0001828822-25-000003 filed by XXEC, Inc.
    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 14,013 shares
    Change vs previous 13F -413 shares

    5.65% of the 13F portfolio, value $6,525,714.

    13F-HR 0001828822-25-000002 filed by XXEC, Inc.
    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 14,426 shares
    Change vs previous 13F -462 shares

    5.66% of the 13F portfolio, value $6,828,836.

    13F-HR 0001828822-25-000001 filed by XXEC, Inc.
    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 14,888 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $7,065,696.

    13F-HR 0001828822-24-000007 filed by XXEC, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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