Heritage Investment Group, Inc.: MCD position timeline

Heritage Investment Group, Inc. held 1,021 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,021 shares

   Change vs previous 13F -47 shares

   0.04% of the 13F portfolio, value $276,007.

   13F-HR 0001876811-26-000008 filed by Heritage Investment Group, Inc.
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,068 shares

   Change vs previous 13F -139 shares

   0.05% of the 13F portfolio, value $331,947.

   13F-HR 0001876811-26-000004 filed by Heritage Investment Group, Inc.
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,207 shares

   Change vs previous 13F +1,207 shares

   0.06% of the 13F portfolio, value $368,918.

   13F-HR 0001876811-26-000002 filed by Heritage Investment Group, Inc.
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -1,651 shares

   13F-HR 0001876811-25-000001 filed by Heritage Investment Group, Inc.
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 1,651 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $502,746.

   13F-HR 0001876811-24-000006 filed by Heritage Investment Group, Inc.
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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