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Disclosery

Heritage Financial Services, LLC: MCD position timeline

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

Heritage Financial Services, LLC held 3,913 MCD shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 3,913 shares
    Change vs previous 13F -1,838 shares

    0.1% of the 13F portfolio, value $1,195,931.

    13F-HR 0001172661-26-000428 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 5,751 shares
    Change vs previous 13F +66 shares

    0.16% of the 13F portfolio, value $1,747,672.

    13F-HR 0001172661-25-004494 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 5,685 shares
    Change vs previous 13F +29 shares

    0.16% of the 13F portfolio, value $1,660,987.

    13F-HR 0001172661-25-002648 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 5,656 shares
    Change vs previous 13F -41 shares

    0.17% of the 13F portfolio, value $1,766,765.

    13F-HR 0001172661-25-001798 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 5,697 shares
    Change vs previous 13F +323 shares

    0.22% of the 13F portfolio, value $1,651,504.

    13F-HR 0001172661-25-000330 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 5,374 shares
    Change vs previous 13F +2,498 shares

    0.22% of the 13F portfolio, value $1,636,437.

    13F-HR 0001172661-24-004334 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 2,876 shares
    Change vs previous 13F -9 shares

    0.11% of the 13F portfolio, value $732,920.

    13F-HR 0001172661-24-002867 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 2,885 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $813,426.

    13F-HR 0001172661-24-002271 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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