Flywheel Private Wealth LLC

Position in MCO — Moodys Corp /De/

CIK 2029680 Los Altos, CA

Position in MCO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$226,460

+$8,335 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,116

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

Flywheel Private Wealth LLC holds $877,665 across 3 Financial Data & Stock Exchanges names. MCO ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,179	$429,607
2	MCO	Moodys Corp /De/ This page	500	$226,460
3	ICE	Intercontinental Exchange, Inc.	1,800	$221,598

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,460	500	0.0%	Shares	Sole	2026-07-21
2026-03-31	$218,125	500	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.