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Disclosery

Asset Planning,Inc: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Planning,Inc on MCD, newest first. How the timeline and the estimate are built.

Asset Planning,Inc held 12,799 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,799 shares
    Change vs previous 13F -248 shares

    2.24% of the 13F portfolio, value $3,459,814.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,047 shares
    Change vs previous 13F +86 shares

    2.88% of the 13F portfolio, value $4,054,779.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,961 shares
    Change vs previous 13F -34 shares

    2.78% of the 13F portfolio, value $3,961,358.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,995 shares
    Change vs previous 13F -160 shares

    2.86% of the 13F portfolio, value $3,949,169.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,155 shares
    Change vs previous 13F -9 shares

    2.9% of the 13F portfolio, value $3,843,420.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,164 shares
    Change vs previous 13F -159 shares

    3.23% of the 13F portfolio, value $4,111,982.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,323 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $3,862,257.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).