Clearstead Advisors, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on MCD, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 48,477 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 48,477 sharesChange vs previous 13F +3,720 shares
0.12% of the 13F portfolio, value $13,103,905.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 44,757 sharesChange vs previous 13F -1,286 shares
0.13% of the 13F portfolio, value $13,910,129.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 46,043 sharesChange vs previous 13F +2,435 shares
0.18% of the 13F portfolio, value $14,072,360.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 43,608 sharesChange vs previous 13F -447 shares
0.19% of the 13F portfolio, value $13,252,137.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 44,055 sharesChange vs previous 13F +2,550 shares
0.18% of the 13F portfolio, value $12,871,657.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 41,505 sharesChange vs previous 13F -479 shares
0.2% of the 13F portfolio, value $12,964,988.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 41,984 sharesChange vs previous 13F -1,936 shares
0.19% of the 13F portfolio, value $12,170,823.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 43,920 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $13,374,123.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).