Etesian Wealth Advisors, Inc.: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Etesian Wealth Advisors, Inc. on MCD, newest first. How the timeline and the estimate are built.
Etesian Wealth Advisors, Inc. held 5,025 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 5,025 sharesChange vs previous 13F -665 shares
0.4% of the 13F portfolio, value $1,358,308.
13F-HR 0002085853-26-000840 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,690 sharesChange vs previous 13F -133 shares
0.56% of the 13F portfolio, value $1,768,395.
13F-HR 0002085853-26-000470 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,823 sharesChange vs previous 13F -347 shares
0.56% of the 13F portfolio, value $1,779,683.
13F-HR 0002085853-26-000242 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,170 sharesChange vs previous 13F -1,005 shares
0.62% of the 13F portfolio, value $1,875,001.
13F-HR 0002085853-25-000147 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,175 sharesChange vs previous 13F -358 shares
0.78% of the 13F portfolio, value $2,096,320.
13F-HR 0001667731-25-000935 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,533 sharesChange vs previous 13F -253 shares
1.01% of the 13F portfolio, value $2,353,083.
13F-HR 0001667731-25-000509 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,786 sharesChange vs previous 13F -86 shares
1% of the 13F portfolio, value $2,257,084.
13F-HR 0001667731-25-000139 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,872 sharesChange vs previous 13F not available
1.09% of the 13F portfolio, value $2,397,103.
13F-HR 0001997586-24-000011 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).