LifePlan Financial, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Financial, LLC on MCD, newest first. How the timeline and the estimate are built.
LifePlan Financial, LLC held 1,919 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 1,919 sharesChange vs previous 13F -1,293 shares
0.36% of the 13F portfolio, value $518,725.
13F-HR 0001739485-26-000004 filed by LifePlan Financial, 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 3,212 sharesChange vs previous 13F +337 shares
0.74% of the 13F portfolio, value $998,257.
13F-HR 0001739485-26-000002 filed by LifePlan Financial, 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 2,875 sharesChange vs previous 13F -164 shares
0.67% of the 13F portfolio, value $878,686.
13F-HR 0001739485-26-000001 filed by LifePlan Financial, 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 3,039 sharesChange vs previous 13F -1 shares
0.73% of the 13F portfolio, value $923,522.
13F-HR 0001739485-25-000006 filed by LifePlan Financial, 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 3,040 sharesChange vs previous 13F -65 shares
0.74% of the 13F portfolio, value $888,197.
13F-HR 0001739485-25-000003 filed by LifePlan Financial, 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 3,105 sharesChange vs previous 13F +209 shares
0.85% of the 13F portfolio, value $969,909.
13F-HR 0001739485-25-000002 filed by LifePlan Financial, 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 2,896 sharesChange vs previous 13F -203 shares
0.74% of the 13F portfolio, value $839,521.
13F-HR 0001739485-25-000001 filed by LifePlan Financial, 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 3,099 sharesChange vs previous 13F not available
0.81% of the 13F portfolio, value $943,676.
13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).