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Disclosery

BSW Wealth Partners: MCD position timeline

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

BSW Wealth Partners held 1,034 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,034 shares
    Change vs previous 13F -26 shares

    0.03% of the 13F portfolio, value $279,373.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,060 shares
    Change vs previous 13F -190 shares

    0.04% of the 13F portfolio, value $329,586.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,250 shares
    Change vs previous 13F -78 shares

    0.05% of the 13F portfolio, value $382,170.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,328 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $403,426.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,329 shares
    Change vs previous 13F -48 shares

    0.05% of the 13F portfolio, value $388,243.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,377 shares
    Change vs previous 13F -69 shares

    0.07% of the 13F portfolio, value $430,064.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,446 shares
    Change vs previous 13F -110 shares

    0.06% of the 13F portfolio, value $419,103.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,556 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $473,722.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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