BigSur Wealth Management LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BigSur Wealth Management LLC on MCD, newest first. How the timeline and the estimate are built.
BigSur Wealth Management LLC held 2,994 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,994 sharesChange vs previous 13F +54 shares
0.19% of the 13F portfolio, value $809,308.
13F-HR 0001398344-26-012137 filed by BigSur 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 2,940 sharesChange vs previous 13F -2,400 shares
0.26% of the 13F portfolio, value $913,723.
13F-HR 0001398344-26-006828 filed by BigSur 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 5,340 sharesChange vs previous 13F +49 shares
0.4% of the 13F portfolio, value $1,632,064.
13F-HR 0001398344-26-001298 filed by BigSur 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 5,291 sharesChange vs previous 13F 0 shares
0.39% of the 13F portfolio, value $1,607,882.
13F-HR 0001398344-25-019122 filed by BigSur 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 5,291 sharesChange vs previous 13F -1,538 shares
0.39% of the 13F portfolio, value $1,545,871.
13F-HR 0001398344-25-013158 filed by BigSur 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 6,829 sharesChange vs previous 13F +7 shares
0.58% of the 13F portfolio, value $2,133,175.
13F-HR 0001398344-25-007207 filed by BigSur 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 6,822 sharesChange vs previous 13F 0 shares
0.57% of the 13F portfolio, value $1,977,630.
13F-HR 0001398344-25-000735 filed by BigSur 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 6,822 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $2,077,367.
13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).