Belpointe Asset Management LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Belpointe Asset Management LLC on MCD, newest first. How the timeline and the estimate are built.
Belpointe Asset Management LLC held 16,791 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 16,791 sharesChange vs previous 13F -2,279 shares
0.15% of the 13F portfolio, value $4,539,073.
13F-HR 0001721242-26-000005 filed by Belpointe Asset 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 19,070 sharesChange vs previous 13F +1,493 shares
0.22% of the 13F portfolio, value $5,926,850.
13F-HR 0001721242-26-000004 filed by Belpointe Asset 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 17,577 sharesChange vs previous 13F -108 shares
0.19% of the 13F portfolio, value $5,372,297.
13F-HR 0001721242-26-000001 filed by Belpointe Asset 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 17,685 sharesChange vs previous 13F -485 shares
0.21% of the 13F portfolio, value $5,374,552.
13F-HR 0001721242-25-000007 filed by Belpointe Asset 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 18,170 sharesChange vs previous 13F +4,245 shares
0.22% of the 13F portfolio, value $5,309,067.
13F-HR 0001721242-25-000005 filed by Belpointe Asset 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 13,925 sharesChange vs previous 13F -261 shares
0.23% of the 13F portfolio, value $4,350,273.
13F-HR 0001721242-25-000004 filed by Belpointe Asset 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 14,186 sharesChange vs previous 13F -31 shares
0.25% of the 13F portfolio, value $4,095,179.
13F-HR 0001721242-25-000002 filed by Belpointe Asset 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 14,217 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $4,329,644.
13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).