Grant Private Wealth Management Inc: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grant Private Wealth Management Inc on MCD, newest first. How the timeline and the estimate are built.
Grant Private Wealth Management Inc held 2,877 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,877 sharesChange vs previous 13F +496 shares
0.33% of the 13F portfolio, value $777,576.
13F-HR 0001754960-26-000404 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,381 sharesChange vs previous 13F +469 shares
0.39% of the 13F portfolio, value $740,039.
13F-HR 0001754960-26-000241 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,912 sharesChange vs previous 13F +292 shares
0.35% of the 13F portfolio, value $584,348.
13F-HR 0001754960-26-000002 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,620 sharesChange vs previous 13F +1,620 shares
0.3% of the 13F portfolio, value $492,220.
13F-HR 0001754960-25-000636 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -1,748 shares
13F-HR 0001754960-25-000367 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 1,748 sharesChange vs previous 13F +18 shares
0.59% of the 13F portfolio, value $546,023.
13F-HR 0001754960-25-000206 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,730 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $501,510.
13F-HR 0001754960-25-000138 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).