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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

MC holding history

Moelis & Co in every 13F filed by Rise Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MC overviewAll 13F holders of MCFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2021
Holdings of MC by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−182−100.0%Sold outHolders
Q3 2025182$13.0K<0.1%+1+0.6%AddedHolders
Q2 2025181$11.3K<0.1%+2+1.1%AddedHolders
Q1 2025179$10.4K<0.1%−52−22.5%ReducedHolders
Q4 2024231$17.1K<0.1%+2+0.9%AddedHolders
Q3 2024229$15.7K<0.1%+1+0.4%AddedHolders
Q2 2024228$12.9K<0.1%+3+1.3%AddedHolders
Q1 2024225$12.8K<0.1%+225NewHolders
Q2 20230$00.0%−56−100.0%Sold outHolders
Q1 202356$2.17K<0.1%00.0%UnchangedHolders
Q4 202256$2.13K<0.1%+1+1.8%AddedHolders
Q3 202255$2.00K<0.1%+1+1.9%AddedHolders
Q2 202254$2.00K<0.1%+1+1.9%AddedHolders
Q1 202253$3.00K<0.1%00.0%UnchangedHolders
Q4 202153$3.30K<0.1%–No prior filingHolders