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Disclosery

Gen-Wealth Partners Inc: MCD position timeline

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

Gen-Wealth Partners Inc held 7,474 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,474 shares
    Change vs previous 13F -117 shares

    0.56% of the 13F portfolio, value $2,020,236.

    13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners Inc
    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 7,591 shares
    Change vs previous 13F -19 shares

    0.74% of the 13F portfolio, value $2,359,271.

    13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners Inc
    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 7,610 shares
    Change vs previous 13F -291 shares

    0.75% of the 13F portfolio, value $2,325,880.

    13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
    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 7,901 shares
    Change vs previous 13F +392 shares

    0.81% of the 13F portfolio, value $2,400,914.

    13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
    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 7,509 shares
    Change vs previous 13F -260 shares

    0.85% of the 13F portfolio, value $2,193,787.

    13F-HR 0002023375-25-000003 filed by Gen-Wealth Partners Inc
    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 7,769 shares
    Change vs previous 13F +86 shares

    1.01% of the 13F portfolio, value $2,426,927.

    13F-HR 0002023375-25-000002 filed by Gen-Wealth Partners Inc
    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 7,683 shares
    Change vs previous 13F +118 shares

    0.96% of the 13F portfolio, value $2,227,284.

    13F-HR 0002023375-25-000001 filed by Gen-Wealth Partners Inc
    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 7,565 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,205,486.

    13F-HR 0002023375-24-000005 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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