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Heartwood Wealth Advisors LLC: MCD position timeline

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

Heartwood Wealth Advisors LLC held 8,052 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,052 shares
    Change vs previous 13F +177 shares

    0.15% of the 13F portfolio, value $1,859,529.

    13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,875 shares
    Change vs previous 13F +271 shares

    0.17% of the 13F portfolio, value $2,128,691.

    13F-HR 0001794935-26-000012 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,604 shares
    Change vs previous 13F -31 shares

    0.21% of the 13F portfolio, value $2,363,247.

    13F-HR 0001794935-26-000011 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,635 shares
    Change vs previous 13F +306 shares

    0.21% of the 13F portfolio, value $2,333,485.

    13F-HR 0001794935-26-000010 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,329 shares
    Change vs previous 13F +239 shares

    0.21% of the 13F portfolio, value $2,227,305.

    13F-HR 0001794935-25-000007 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,090 shares
    Change vs previous 13F +492 shares

    0.22% of the 13F portfolio, value $2,071,485.

    13F-HR 0001794935-25-000005 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,598 shares
    Change vs previous 13F +2,846 shares

    0.24% of the 13F portfolio, value $2,061,017.

    13F-HR 0001794935-25-000003 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,752 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,087,667.

    13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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