Legacy Wealth Asset Management, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on MCD, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 5,707 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 5,707 sharesChange vs previous 13F +1,076 shares
0.29% of the 13F portfolio, value $1,317,975.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 4,631 sharesChange vs previous 13F +26 shares
0.27% of the 13F portfolio, value $1,251,806.
13F-HR 0001846151-26-000003 filed by Legacy Wealth Asset 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 4,605 sharesChange vs previous 13F +53 shares
0.35% of the 13F portfolio, value $1,431,188.
13F-HR 0001846151-26-000002 filed by Legacy Wealth Asset 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 4,552 sharesChange vs previous 13F +82 shares
0.34% of the 13F portfolio, value $1,391,228.
13F-HR 0001846151-26-000001 filed by Legacy Wealth Asset 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 4,470 sharesChange vs previous 13F +2,221 shares
0.33% of the 13F portfolio, value $1,358,388.
13F-HR 0001085146-25-005936 filed by Legacy Wealth Asset 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 2,249 sharesChange vs previous 13F -7 shares
0.17% of the 13F portfolio, value $657,090.
13F-HR 0001085146-25-004314 filed by Legacy Wealth Asset 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 2,256 sharesChange vs previous 13F -33 shares
0.19% of the 13F portfolio, value $704,707.
13F-HR 0001085146-25-001937 filed by Legacy Wealth Asset 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 2,289 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $663,558.
13F-HR 0001085146-25-000198 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).