BARTLETT & CO. WEALTH MANAGEMENT LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARTLETT & CO. WEALTH MANAGEMENT LLC on MCD, newest first. How the timeline and the estimate are built.
BARTLETT & CO. WEALTH MANAGEMENT LLC held 61,202 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 61,202 sharesChange vs previous 13F -1,970 shares
0.21% of the 13F portfolio, value $16,543,477.
13F-HR 0002010186-26-000003 filed by BARTLETT & CO. 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 63,172 sharesChange vs previous 13F -5,057 shares
0.23% of the 13F portfolio, value $17,947,128.
13F-HR 0002010186-26-000002 filed by BARTLETT & CO. 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 68,229 sharesChange vs previous 13F -6,242 shares
0.27% of the 13F portfolio, value $20,852,779.
13F-HR 0002010186-26-000001 filed by BARTLETT & CO. 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 74,471 sharesChange vs previous 13F -6,336 shares
0.3% of the 13F portfolio, value $22,630,943.
13F-HR 0002010186-25-000007 filed by BARTLETT & CO. 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 80,807 sharesChange vs previous 13F -10,445 shares
0.33% of the 13F portfolio, value $23,609,606.
13F-HR 0002010186-25-000004 filed by BARTLETT & CO. 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 91,252 sharesChange vs previous 13F -54,333 shares
0.42% of the 13F portfolio, value $28,504,561.
13F-HR 0002010186-25-000002 filed by BARTLETT & CO. 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 145,585 sharesChange vs previous 13F -97 shares
0.61% of the 13F portfolio, value $42,203,975.
13F-HR 0002010186-25-000001 filed by BARTLETT & CO. 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 145,682 sharesChange vs previous 13F not available
0.64% of the 13F portfolio, value $44,361,776.
13F-HR 0002010186-24-000029 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).