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FORM Wealth Advisors, LLC: MCD position timeline

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

FORM Wealth Advisors, LLC held 2,852 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,852 shares
    Change vs previous 13F -1,117 shares

    0.08% of the 13F portfolio, value $771,031.

    13F-HR 0002085853-26-000683 filed by FORM Wealth Advisors, 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 3,969 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,233,649.

    13F-HR 0002085853-26-000363 filed by FORM Wealth Advisors, 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 3,969 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,213,167.

    13F-HR 0002085853-26-000123 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,969 shares
    Change vs previous 13F -200 shares

    0.14% of the 13F portfolio, value $1,159,738.

    13F-HR 0001667731-25-000840 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,169 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,302,376.

    13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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