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Disclosery

Dakota Wealth Management: MCD position timeline

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

Dakota Wealth Management held 32,030 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,030 shares
    Change vs previous 13F -8,462 shares

    0.17% of the 13F portfolio, value $8,658,113.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 40,492 shares
    Change vs previous 13F -1,148 shares

    0.27% of the 13F portfolio, value $12,584,414.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 41,640 shares
    Change vs previous 13F +9,533 shares

    0.23% of the 13F portfolio, value $12,726,443.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 32,107 shares
    Change vs previous 13F -2,371 shares

    0.2% of the 13F portfolio, value $9,756,914.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 34,478 shares
    Change vs previous 13F -338 shares

    0.21% of the 13F portfolio, value $10,073,294.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 34,816 shares
    Change vs previous 13F -2,614 shares

    0.25% of the 13F portfolio, value $10,875,479.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 37,430 shares
    Change vs previous 13F +1,532 shares

    0.25% of the 13F portfolio, value $10,850,573.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 35,898 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $10,931,300.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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