LEVEL FOUR ADVISORY SERVICES, LLC

Position in MCO — Moodys Corp /De/

CIK 1696715 DALLAS, TX

Position in MCO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$211,966

+$10,419 QoQ

Shares Held

468

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,136

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $10,871,462 across 6 Financial Data & Stock Exchanges names. MCO ranks #6 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	46,516	$5,726,584
2	CME	Cme Group Inc.	13,259	$2,927,984
3	MORN	Morningstar, Inc.	7,818	$1,219,764
4	SPGI	S&P Global Inc.	1,181	$454,909
5	NDAQ	Nasdaq, Inc.	4,190	$330,255
6	MCO	Moodys Corp /De/ This page	468	$211,966

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,966	468	+1.3%	Shares	Sole	2026-08-10
2026-03-31	$201,547	462	-3.1%	Shares	Sole	2026-05-14
2025-12-31	$243,675	477	+7.7%	Shares	Sole	2026-02-13
2025-09-30	$211,080	443	-9.2%	Shares	Sole	2025-11-12
2025-06-30	$244,775	488	-3.4%	Shares	Sole	2025-08-13
2025-03-31	$235,173	505	+2.2%	Shares	Sole	2025-05-14
2024-12-31	$233,844	494	-18.9%	Shares	Sole	2025-02-12
2024-09-30	$289,025	609	-83.9%	Shares	Sole	2024-11-14
2024-06-30	$1,588,589	3,774	-9.8%	Shares	Sole	2024-08-09
2024-03-31	$1,644,830	4,185	+7.6%	Shares	Sole	2024-05-13
2023-12-31	$1,519,278	3,890	-4.5%	Shares	Sole	2024-02-08
2023-09-30	$1,288,076	4,074	-22.7%	Shares	Sole	2023-11-13
2023-06-30	$1,832,484	5,270	-39.7%	Shares	Sole	2023-07-10
2023-03-31	$2,675,532	8,743	+12.3%	Shares	Sole	2023-06-05
2022-12-31	$2,169,335	7,786	-26.7%	Shares	Sole	2023-02-13
2022-09-30	$2,582,800	10,624	+8.8%	Shares	Sole	2022-11-07
2022-06-30	$2,655,787	9,765	+13.8%	Shares	Sole	2022-08-08
2022-03-31	$2,896,327	8,584	+9.8%	Shares	Sole	2022-05-10
2021-12-31	$3,054,726	7,821	+26.1%	Shares	Sole	2022-02-11
2021-09-30	$2,201,682	6,200	-6.3%	Shares	Sole	2021-10-12
2021-06-30	$2,396,715	6,614	+15.9%	Shares	Sole	2021-08-09
2021-03-31	$1,704,465	5,708	+35.1%	Shares	Sole	2021-05-10
2020-12-31	$1,226,554	4,226	-30.0%	Shares	Sole	2021-02-10
2020-09-30	$1,750,983	6,041	-13.1%	Shares	Sole	2020-11-02
2020-06-30	$1,910,197	6,953	-3.1%	Shares	Sole	2020-08-17
2020-03-31	$1,518,358	7,179	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.