HOWE & RUSLING INC: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWE & RUSLING INC on MCD, newest first. How the timeline and the estimate are built.

HOWE & RUSLING INC held 48,830 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 48,830 shares
Change vs previous 13F -6 shares
0.77% of the 13F portfolio, value $13,199,340.
13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
Filed 2026-08-10 (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).
period ended2026-03-31
13F 48,836 shares
Change vs previous 13F +1,061 shares
0.99% of the 13F portfolio, value $15,177,734.
13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
Filed 2026-04-28 (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).
period ended2025-12-31
13F 47,775 shares
Change vs previous 13F +6,339 shares
0.97% of the 13F portfolio, value $14,601,515.
13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
Filed 2026-02-17 (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).
period ended2025-09-30
13F 41,436 shares
Change vs previous 13F +3,688 shares
0.86% of the 13F portfolio, value $12,592,117.
13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 37,748 shares
Change vs previous 13F +1,664 shares
0.81% of the 13F portfolio, value $11,028,710.
13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 36,084 shares
Change vs previous 13F +2,087 shares
0.95% of the 13F portfolio, value $11,271,510.
13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
Filed 2025-06-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 33,997 shares
Change vs previous 13F +28,006 shares
0.85% of the 13F portfolio, value $9,855,285.
13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
Filed 2025-02-12 (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).
period ended2024-09-30
13F 5,991 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $1,824,249.
13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
Filed 2024-11-08 (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).