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IVC Wealth Advisors LLC: MCD position timeline

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

IVC Wealth Advisors LLC held 4,466 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,466 shares
    Change vs previous 13F -94 shares

    0.47% of the 13F portfolio, value $1,207,238.

    13F-HR 0001842811-26-000003 filed by IVC Wealth Advisors LLC
    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 4,560 shares
    Change vs previous 13F +45 shares

    0.62% of the 13F portfolio, value $1,417,277.

    13F-HR 0001842811-26-000002 filed by IVC Wealth Advisors 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 4,515 shares
    Change vs previous 13F +85 shares

    0.6% of the 13F portfolio, value $1,379,799.

    13F-HR 0001842811-26-000001 filed by IVC Wealth Advisors 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 4,430 shares
    Change vs previous 13F -12 shares

    0.6% of the 13F portfolio, value $1,346,209.

    13F-HR 0001842811-25-000003 filed by IVC Wealth Advisors 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 4,442 shares
    Change vs previous 13F +55 shares

    0.63% of the 13F portfolio, value $1,297,895.

    13F-HR 0001667731-25-000915 filed by IVC Wealth Advisors 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 4,387 shares
    Change vs previous 13F +58 shares

    0.74% of the 13F portfolio, value $1,370,233.

    13F-HR 0001667731-25-000382 filed by IVC Wealth Advisors 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 4,329 shares
    Change vs previous 13F -495 shares

    0.7% of the 13F portfolio, value $1,254,908.

    13F-HR 0001667731-25-000042 filed by IVC Wealth Advisors 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 4,824 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,469,036.

    13F-HR 0001842811-24-000004 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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