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Disclosery

FULLCIRCLE WEALTH LLC: MCD position timeline

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

FULLCIRCLE WEALTH LLC held 3,407 MCD shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,407 shares
    Change vs previous 13F -41 shares

    0.36% of the 13F portfolio, value $1,019,528.

    13F-HR 0002030910-25-000007 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,448 shares
    Change vs previous 13F +25 shares

    0.39% of the 13F portfolio, value $1,049,107.

    13F-HR 0002030910-25-000005 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,423 shares
    Change vs previous 13F +19 shares

    0.45% of the 13F portfolio, value $1,084,567.

    13F-HR 0002030910-25-000003 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,404 shares
    Change vs previous 13F -134 shares

    0.43% of the 13F portfolio, value $1,055,432.

    13F-HR 0002030910-25-000001 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,538 shares
    Change vs previous 13F +51 shares

    0.47% of the 13F portfolio, value $1,050,162.

    13F-HR 0002030910-24-000004 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 3,487 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $883,603.

    13F-HR 0002030910-24-000001 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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