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AVANTAX ADVISORY SERVICES, INC.: MCD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 114,866 MCD shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 114,866 shares
    Change vs previous 13F +5,693 shares

    0.18% of the 13F portfolio, value $33,560,310.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 109,173 shares
    Change vs previous 13F +5,913 shares

    0.21% of the 13F portfolio, value $34,102,404.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 103,260 shares
    Change vs previous 13F +4,735 shares

    0.19% of the 13F portfolio, value $29,933,977.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 98,525 shares
    Change vs previous 13F +6,546 shares

    0.2% of the 13F portfolio, value $30,001,913.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 91,979 shares
    Change vs previous 13F +26,316 shares

    0.17% of the 13F portfolio, value $23,439,831.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 65,663 shares
    Change vs previous 13F +17,809 shares

    0.16% of the 13F portfolio, value $18,513,591.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 47,854 shares
    Change vs previous 13F +2,471 shares

    0.14% of the 13F portfolio, value $14,189,220.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 45,383 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,955,645.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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