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Disclosery

ACG Wealth: MCD position timeline

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

ACG Wealth held 3,606 MCD shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 3,606 shares
    Change vs previous 13F -773 shares

    0.19% of the 13F portfolio, value $832,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 4,379 shares
    Change vs previous 13F -2,010 shares

    0.22% of the 13F portfolio, value $1,078,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 6,389 shares
    Change vs previous 13F -8,326 shares

    0.3% of the 13F portfolio, value $1,580,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 14,715 shares
    Change vs previous 13F -5,899 shares

    0.56% of the 13F portfolio, value $3,945,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 20,614 shares
    Change vs previous 13F -882 shares

    0.65% of the 13F portfolio, value $4,970,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 21,496 shares
    Change vs previous 13F -113 shares

    0.63% of the 13F portfolio, value $4,965,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 21,609 shares
    Change vs previous 13F -288 shares

    0.64% of the 13F portfolio, value $4,843,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 21,897 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,699,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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