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Disclosery

Gibbs Wealth Management: MCD position timeline

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

Gibbs Wealth Management held 11,006 MCD shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,006 shares
    Change vs previous 13F +7,883 shares

    0.45% of the 13F portfolio, value $3,420,614.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,123 shares
    Change vs previous 13F -348 shares

    0.23% of the 13F portfolio, value $959,760.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,471 shares
    Change vs previous 13F -317 shares

    0.24% of the 13F portfolio, value $1,054,802.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    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 3,788 shares
    Change vs previous 13F +257 shares

    0.21% of the 13F portfolio, value $1,106,744.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    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 3,531 shares
    Change vs previous 13F +302 shares

    0.27% of the 13F portfolio, value $1,102,978.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,229 shares
    Change vs previous 13F +1,189 shares

    0.25% of the 13F portfolio, value $936,055.

    13F-HR 0002085853-25-000229 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,040 shares
    Change vs previous 13F +91 shares

    0.2% of the 13F portfolio, value $621,200.

    13F-HR 0002085853-25-000228 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,949 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $496,683.

    13F-HR 0002085853-25-000227 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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