Fi3 FINANCIAL ADVISORS, LLC

Position in MCO — Moodys Corp /De/

CIK 1862427 INDIANAPOLIS, IN

Position in MCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$976,042

+$581,236 QoQ

Shares Held

2,155

+138.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#717

of 1,401 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $1,478,983 across 3 Financial Data & Stock Exchanges names. MCO ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	2,155	$976,042
2	SPGI	S&P Global Inc.	3,342	$253,845
3	CME	Cme Group Inc.	1,128	$249,096

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976,042	2,155	+138.1%	Shares	Sole	2026-08-14
2026-03-31	$394,806	905	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.