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Disclosery

Confluence Wealth Services, Inc.: MCD position timeline

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

Confluence Wealth Services, Inc. held 14,998 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,998 shares
    Change vs previous 13F +2,565 shares

    0.12% of the 13F portfolio, value $4,054,037.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
    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 12,433 shares
    Change vs previous 13F +2,136 shares

    0.15% of the 13F portfolio, value $3,863,907.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
    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 10,297 shares
    Change vs previous 13F -257 shares

    0.13% of the 13F portfolio, value $3,146,956.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
    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 10,554 shares
    Change vs previous 13F -453 shares

    0.16% of the 13F portfolio, value $3,207,147.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
    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 11,007 shares
    Change vs previous 13F +20 shares

    0.18% of the 13F portfolio, value $3,215,866.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
    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 10,987 shares
    Change vs previous 13F +668 shares

    0.22% of the 13F portfolio, value $3,499,084.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
    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 10,319 shares
    Change vs previous 13F -185 shares

    0.19% of the 13F portfolio, value $2,934,983.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
    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 10,504 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,198,535.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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