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Disclosery

Fiduciary Alliance LLC: MCD position timeline

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

Fiduciary Alliance LLC held 7,303 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,303 shares
    Change vs previous 13F -134 shares

    0.13% of the 13F portfolio, value $1,974,043.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    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 7,437 shares
    Change vs previous 13F -1,056 shares

    0.14% of the 13F portfolio, value $2,277,588.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    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 8,493 shares
    Change vs previous 13F +164 shares

    0.17% of the 13F portfolio, value $2,595,830.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    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 8,329 shares
    Change vs previous 13F -230 shares

    0.17% of the 13F portfolio, value $2,531,093.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    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 8,559 shares
    Change vs previous 13F +510 shares

    0.19% of the 13F portfolio, value $2,500,743.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    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 8,049 shares
    Change vs previous 13F +500 shares

    0.25% of the 13F portfolio, value $2,514,256.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    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 7,549 shares
    Change vs previous 13F +3,171 shares

    0.22% of the 13F portfolio, value $2,188,417.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    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 4,378 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,333,222.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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