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Integrated Wealth Concepts LLC: MCD position timeline

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

Integrated Wealth Concepts LLC held 56,297 MCD shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 56,297 shares
    Change vs previous 13F +10,418 shares

    0.1% of the 13F portfolio, value $15,217,544.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 45,879 shares
    Change vs previous 13F +25,999 shares

    0.11% of the 13F portfolio, value $14,258,834.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 19,880 shares
    Change vs previous 13F -26,001 shares

    0.07% of the 13F portfolio, value $6,075,970.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 45,881 shares
    Change vs previous 13F -558 shares

    0.12% of the 13F portfolio, value $13,942,664.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    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 46,439 shares
    Change vs previous 13F +358 shares

    0.14% of the 13F portfolio, value $13,568,036.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    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 46,081 shares
    Change vs previous 13F -356 shares

    0.17% of the 13F portfolio, value $14,394,398.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 46,437 shares
    Change vs previous 13F +6,741 shares

    0.16% of the 13F portfolio, value $13,461,520.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 39,696 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,087,924.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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