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BerganKDV Wealth Management, LLC: MCD position timeline

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

BerganKDV Wealth Management, LLC held 4,662 MCD shares at 2023-06-30 per its 13F-HR filed 2023-07-24.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 4,662 shares
    Change vs previous 13F -415 shares

    0.14% of the 13F portfolio, value $1,391,188.

    13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 5,077 shares
    Change vs previous 13F -2,523 shares

    0.15% of the 13F portfolio, value $1,419,578.

    13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 7,600 shares
    Change vs previous 13F -3,099 shares

    0.22% of the 13F portfolio, value $2,002,804.

    13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 10,699 shares
    Change vs previous 13F +2,617 shares

    0.3% of the 13F portfolio, value $2,469,000.

    13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 8,082 shares
    Change vs previous 13F +3,997 shares

    0.23% of the 13F portfolio, value $1,995,000.

    13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 4,085 shares
    Change vs previous 13F -503 shares

    0.11% of the 13F portfolio, value $1,010,000.

    13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 4,588 shares
    Change vs previous 13F +1,034 shares

    0.13% of the 13F portfolio, value $1,230,000.

    13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 3,554 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $857,000.

    13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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