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Lido Advisors, LLC: MCO position timeline

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

Lido Advisors, LLC held 14,081 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,081 shares
    Change vs previous 13F -2,209 shares

    0.02% of the 13F portfolio, value $6,378,035.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 16,290 shares
    Change vs previous 13F -646 shares

    0.03% of the 13F portfolio, value $7,107,172.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 16,936 shares
    Change vs previous 13F +4,484 shares

    0.03% of the 13F portfolio, value $8,337,113.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 12,452 shares
    Change vs previous 13F +5,968 shares

    0.02% of the 13F portfolio, value $5,934,031.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 6,484 shares
    Change vs previous 13F +1,549 shares

    0.02% of the 13F portfolio, value $3,252,434.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 4,935 shares
    Change vs previous 13F +3,095 shares

    0.01% of the 13F portfolio, value $2,298,427.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 1,840 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $870,767.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 1,812 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $860,052.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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