Foundations Investment Advisors, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on MCD, newest first. How the timeline and the estimate are built.
Foundations Investment Advisors, LLC held 25,522 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 25,522 sharesChange vs previous 13F +3,155 shares
0.07% of the 13F portfolio, value $6,898,887.
13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,367 sharesChange vs previous 13F -4,069 shares
0.09% of the 13F portfolio, value $6,951,466.
13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,436 sharesChange vs previous 13F +1,345 shares
0.11% of the 13F portfolio, value $8,079,742.
13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,091 sharesChange vs previous 13F -952 shares
0.11% of the 13F portfolio, value $7,624,908.
13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,043 sharesChange vs previous 13F +2,064 shares
0.12% of the 13F portfolio, value $7,608,958.
13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,979 sharesChange vs previous 13F -8,035 shares
0.14% of the 13F portfolio, value $7,490,362.
13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,014 sharesChange vs previous 13F +237 shares
0.18% of the 13F portfolio, value $9,280,679.
13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,777 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $9,676,331.
13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).