HBK Sorce Advisory LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBK Sorce Advisory LLC on MCD, newest first. How the timeline and the estimate are built.
HBK Sorce Advisory LLC held 15,144 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 15,144 sharesChange vs previous 13F -98 shares
0.08% of the 13F portfolio, value $4,149,409.
13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory 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 15,242 sharesChange vs previous 13F -196 shares
0.09% of the 13F portfolio, value $4,203,074.
13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory 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 15,438 sharesChange vs previous 13F -148 shares
0.12% of the 13F portfolio, value $5,050,793.
13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory 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/A 15,586 sharesChange vs previous 13F -19 shares
0.12% of the 13F portfolio, value $4,757,660.
13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory 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 15,605 sharesChange vs previous 13F +1,756 shares
0.12% of the 13F portfolio, value $4,559,195.
13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory 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 13,849 sharesChange vs previous 13F +148 shares
0.13% of the 13F portfolio, value $4,326,140.
13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory 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 13,701 sharesChange vs previous 13F +304 shares
0.12% of the 13F portfolio, value $3,971,753.
13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory 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 13,397 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $4,079,569.
13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).