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Lineweaver Wealth Advisors, LLC: MCD position timeline

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

Lineweaver Wealth Advisors, LLC held 16,078 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,078 shares
    Change vs previous 13F +1,483 shares

    0.52% of the 13F portfolio, value $4,346,110.

    13F-HR 0001797873-26-000005 filed by Lineweaver 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 14,595 shares
    Change vs previous 13F +313 shares

    0.61% of the 13F portfolio, value $4,536,073.

    13F-HR 0001797873-26-000002 filed by Lineweaver 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 14,282 shares
    Change vs previous 13F +1,334 shares

    0.6% of the 13F portfolio, value $4,365,152.

    13F-HR 0001797873-26-000001 filed by Lineweaver 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 12,948 shares
    Change vs previous 13F +987 shares

    0.58% of the 13F portfolio, value $3,934,693.

    13F-HR 0001085146-25-005908 filed by Lineweaver 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 11,961 shares
    Change vs previous 13F -273 shares

    0.55% of the 13F portfolio, value $3,494,737.

    13F-HR 0001085146-25-003672 filed by Lineweaver 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 12,234 shares
    Change vs previous 13F +1,055 shares

    0.65% of the 13F portfolio, value $3,824,070.

    13F-HR 0001085146-25-002551 filed by Lineweaver 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 11,179 shares
    Change vs previous 13F +1,583 shares

    0.6% of the 13F portfolio, value $3,241,294.

    13F-HR 0001085146-25-000770 filed by Lineweaver 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 9,596 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,926,456.

    13F-HR 0001085146-24-005136 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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