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Diversify Advisory Services, LLC: MCO position timeline

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

Diversify Advisory Services, LLC held 2,490 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,490 shares
    Change vs previous 13F +728 shares

    0.01% of the 13F portfolio, value $1,209,964.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,245 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,245 shares

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

  2. period ended2026-03-31
    13F 1,762 shares
    Change vs previous 13F -552 shares

    0.01% of the 13F portfolio, value $810,885.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 484 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,278 shares

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

  3. period ended2025-12-31
    13F 2,314 shares
    Change vs previous 13F -9,292 shares

    0.02% of the 13F portfolio, value $1,243,133.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,339 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 975 shares

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

  4. period ended2025-09-30
    13F 11,606 shares
    Change vs previous 13F +158 shares

    0.12% of the 13F portfolio, value $5,640,203.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,707 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,899 shares

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

  5. period ended2025-06-30
    13F 11,448 shares
    Change vs previous 13F +1,803 shares

    0.14% of the 13F portfolio, value $5,908,005.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,333 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,115 shares

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

  6. period ended2025-03-31
    13F 9,645 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,311,230.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,044 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,601 shares

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