Fonville Wealth Management LLC: MCD position timeline

Fonville Wealth Management LLC held 891 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 891 shares

   Change vs previous 13F -137 shares

   0.04% of the 13F portfolio, value $241,025.

   13F-HR 0002008703-26-000003 filed by Fonville Wealth Management LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,028 shares

   Change vs previous 13F +114 shares

   0.06% of the 13F portfolio, value $319,614.

   13F-HR 0002008703-26-000002 filed by Fonville Wealth Management LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 914 shares

   Change vs previous 13F +30 shares

   0.06% of the 13F portfolio, value $279,395.

   13F-HR 0002008703-26-000001 filed by Fonville Wealth Management LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 884 shares

   Change vs previous 13F +884 shares

   0.06% of the 13F portfolio, value $268,638.

   13F-HR 0002008703-25-000002 filed by Fonville Wealth Management LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -707 shares

   13F-HR 0001085146-25-004664 filed by Fonville Wealth Management LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

6. period ended2025-03-31

   13F 707 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $223,179.

   13F-HR 0001085146-25-002510 filed by Fonville Wealth Management LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 707 shares

   Change vs previous 13F +1 shares

   0.07% of the 13F portfolio, value $204,896.

   13F-HR 0001085146-25-000580 filed by Fonville Wealth Management LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 706 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $215,011.

   13F-HR 0001085146-24-005189 filed by Fonville Wealth Management LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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