IAMS WEALTH MANAGEMENT, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAMS WEALTH MANAGEMENT, LLC on MCD, newest first. How the timeline and the estimate are built.
IAMS WEALTH MANAGEMENT, LLC held 7,281 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 7,281 sharesChange vs previous 13F +1,085 shares
0.59% of the 13F portfolio, value $1,968,684.
13F-HR 0001998182-26-000003 filed by IAMS WEALTH MANAGEMENT, 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 6,196 sharesChange vs previous 13F -305 shares
0.67% of the 13F portfolio, value $1,926,126.
13F-HR 0001998182-26-000002 filed by IAMS WEALTH MANAGEMENT, 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 6,501 sharesChange vs previous 13F -271 shares
0.72% of the 13F portfolio, value $1,987,802.
13F-HR 0001998182-26-000001 filed by IAMS WEALTH MANAGEMENT, 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 6,772 sharesChange vs previous 13F +853 shares
0.83% of the 13F portfolio, value $2,058,775.
13F-HR 0001998182-25-000003 filed by IAMS WEALTH MANAGEMENT, 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 5,919 sharesChange vs previous 13F -580 shares
0.79% of the 13F portfolio, value $1,729,770.
13F-HR 0001085146-25-003783 filed by IAMS WEALTH MANAGEMENT, 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 6,499 sharesChange vs previous 13F -32 shares
0.93% of the 13F portfolio, value $2,030,441.
13F-HR 0001085146-25-001999 filed by IAMS WEALTH MANAGEMENT, 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 6,531 sharesChange vs previous 13F +158 shares
0.87% of the 13F portfolio, value $1,893,519.
13F-HR 0001085146-25-000432 filed by IAMS WEALTH MANAGEMENT, 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 6,373 sharesChange vs previous 13F not available
0.95% of the 13F portfolio, value $1,940,822.
13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).