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Disclosery

CIC Wealth, LLC: MCD position timeline

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

CIC Wealth, LLC held 23,731 MCD shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 23,731 shares
    Change vs previous 13F +108 shares

    1.87% of the 13F portfolio, value $7,226,449.

    13F-HR 0001951757-24-001188 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 23,623 shares
    Change vs previous 13F -8 shares

    1.66% of the 13F portfolio, value $6,020,047.

    13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 23,631 shares
    Change vs previous 13F -222 shares

    1.94% of the 13F portfolio, value $6,662,831.

    13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 23,853 shares
    Change vs previous 13F +81 shares

    2.24% of the 13F portfolio, value $7,072,539.

    13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 23,772 shares
    Change vs previous 13F -66 shares

    2.24% of the 13F portfolio, value $6,262,467.

    13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 23,838 shares
    Change vs previous 13F -377 shares

    2.46% of the 13F portfolio, value $7,113,608.

    13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 24,215 shares
    Change vs previous 13F +53 shares

    2.55% of the 13F portfolio, value $6,770,838.

    13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 24,162 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $6,367,532.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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