Atlantic Edge Private Wealth Management, LLC
Position in MCO — Moodys Corp /De/
CIK 2011145
JACKSONVILLE, FL
Position in MCO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$19,475
+$717 QoQ
Shares Held
43
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,265
of 1,401 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $69,168 across 3 Financial Data & Stock Exchanges names. MCO ranks #3 (28.2% of the industry book) .
All Filings in MCO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,475 | 43 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $18,758 | 43 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $21,966 | 43 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $20,488 | 43 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $21,568 | 43 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $20,024 | 43 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||