Skip to content
Disclosery

Pathstone Holdings, LLC: MCO position timeline

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

Pathstone Holdings, LLC held 25,492 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,492 shares
    Change vs previous 13F -473 shares

    0.03% of the 13F portfolio, value $11,564,162.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 25,965 shares
    Change vs previous 13F +199 shares

    0.05% of the 13F portfolio, value $11,327,456.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 25,766 shares
    Change vs previous 13F +667 shares

    0.05% of the 13F portfolio, value $13,162,512.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 25,099 shares
    Change vs previous 13F +44 shares

    0.05% of the 13F portfolio, value $11,959,115.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 25,055 shares
    Change vs previous 13F +268 shares

    0.05% of the 13F portfolio, value $12,567,424.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 24,787 shares
    Change vs previous 13F +1,364 shares

    0.05% of the 13F portfolio, value $11,546,220.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 23,423 shares
    Change vs previous 13F -456 shares

    0.05% of the 13F portfolio, value $11,087,468.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 23,879 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,332,701.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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