Skip to content
Disclosery

Lifestyle Asset Management, Inc.: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifestyle Asset Management, Inc. on MCD, newest first. How the timeline and the estimate are built.

Lifestyle Asset Management, Inc. held 1,017 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,017 shares
    Change vs previous 13F -38 shares

    0.07% of the 13F portfolio, value $274,905.

    13F-HR 0001845675-26-000002 filed by Lifestyle Asset Management, Inc.
    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 1,055 shares
    Change vs previous 13F +104 shares

    0.11% of the 13F portfolio, value $327,883.

    13F-HR 0002085853-26-000333 filed by Lifestyle Asset Management, Inc.
    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 951 shares
    Change vs previous 13F +63 shares

    0.09% of the 13F portfolio, value $290,654.

    13F-HR 0002085853-26-000237 filed by Lifestyle Asset Management, Inc.
    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 888 shares
    Change vs previous 13F +104 shares

    0.09% of the 13F portfolio, value $269,854.

    13F-HR 0002085853-25-000055 filed by Lifestyle Asset Management, Inc.
    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 784 shares
    Change vs previous 13F -12 shares

    0.11% of the 13F portfolio, value $229,061.

    13F-HR 0001667731-25-000759 filed by Lifestyle Asset Management, Inc.
    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 796 shares
    Change vs previous 13F +6 shares

    0.14% of the 13F portfolio, value $248,647.

    13F-HR 0001667731-25-000405 filed by Lifestyle Asset Management, Inc.
    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 790 shares
    Change vs previous 13F +54 shares

    0.12% of the 13F portfolio, value $229,013.

    13F-HR 0001667731-25-000060 filed by Lifestyle Asset Management, Inc.
    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 736 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $224,119.

    13F-HR 0001845675-24-000005 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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