BIP Wealth, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BIP Wealth, LLC on MCD, newest first. How the timeline and the estimate are built.
BIP Wealth, LLC held 3,190 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 3,190 sharesChange vs previous 13F +883 shares
0.02% of the 13F portfolio, value $862,264.
13F-HR 0001590214-26-000005 filed by BIP Wealth, 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 2,307 sharesChange vs previous 13F -578 shares
0.03% of the 13F portfolio, value $717,170.
13F-HR 0001590214-26-000004 filed by BIP Wealth, 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 2,885 sharesChange vs previous 13F +953 shares
0.03% of the 13F portfolio, value $881,646.
13F-HR 0001590214-26-000001 filed by BIP Wealth, 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 1,932 sharesChange vs previous 13F +385 shares
0.03% of the 13F portfolio, value $587,204.
13F-HR 0001590214-25-000007 filed by BIP Wealth, 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 1,547 sharesChange vs previous 13F -251 shares
0.03% of the 13F portfolio, value $452,070.
13F-HR 0001590214-25-000005 filed by BIP Wealth, 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 1,798 sharesChange vs previous 13F -20 shares
0.04% of the 13F portfolio, value $561,702.
13F-HR 0001590214-25-000003 filed by BIP Wealth, 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 1,818 sharesChange vs previous 13F +652 shares
0.04% of the 13F portfolio, value $527,072.
13F-HR 0001590214-25-000001 filed by BIP Wealth, 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 1,166 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $355,139.
13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).