AXXCESS WEALTH MANAGEMENT, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AXXCESS WEALTH MANAGEMENT, LLC on MCD, newest first. How the timeline and the estimate are built.
AXXCESS WEALTH MANAGEMENT, LLC held 21,406 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 21,406 sharesChange vs previous 13F -1,000 shares
0.09% of the 13F portfolio, value $5,786,167.
13F-HR 0001951757-26-001071 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,406 sharesChange vs previous 13F -1,695 shares
0.22% of the 13F portfolio, value $6,963,290.
13F-HR 0001951757-26-000760 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 24,101 sharesChange vs previous 13F +849 shares
0.13% of the 13F portfolio, value $7,365,919.
13F-HR/A 0001951757-26-000480 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,252 sharesChange vs previous 13F -1,800 shares
0.15% of the 13F portfolio, value $7,066,009.
13F-HR 0001951757-25-001345 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,052 sharesChange vs previous 13F -382 shares
0.18% of the 13F portfolio, value $7,319,104.
13F-HR 0001951757-25-000970 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,434 sharesChange vs previous 13F -1,212 shares
0.22% of the 13F portfolio, value $7,944,907.
13F-HR 0001951757-25-000486 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,646 sharesChange vs previous 13F +169 shares
0.19% of the 13F portfolio, value $7,724,078.
13F-HR 0001951757-25-000224 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,477 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $8,062,251.
13F-HR 0001951757-24-001150 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).