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Independent Advisor Alliance: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on MCD, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 39,612 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,612 shares
    Change vs previous 13F -348 shares

    0.25% of the 13F portfolio, value $10,707,388.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 39,960 shares
    Change vs previous 13F -19,012 shares

    0.13% of the 13F portfolio, value $12,419,268.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 58,972 shares
    Change vs previous 13F -95 shares

    0.44% of the 13F portfolio, value $18,023,647.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 59,067 shares
    Change vs previous 13F -2,363 shares

    0.47% of the 13F portfolio, value $17,949,895.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 61,430 shares
    Change vs previous 13F -4,156 shares

    0.52% of the 13F portfolio, value $17,947,953.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 65,586 shares
    Change vs previous 13F -8,646 shares

    0.68% of the 13F portfolio, value $20,487,308.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 74,232 shares
    Change vs previous 13F -649 shares

    0.29% of the 13F portfolio, value $21,519,049.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 74,881 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $22,801,969.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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