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Disclosery

Marcum Wealth, LLC: MCD position timeline

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

Marcum Wealth, LLC held 6,486 MCD shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,486 shares
    Change vs previous 13F +302 shares

    0.18% of the 13F portfolio, value $2,025,944.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 6,184 shares
    Change vs previous 13F +4 shares

    0.16% of the 13F portfolio, value $1,792,708.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 6,180 shares
    Change vs previous 13F -267 shares

    0.17% of the 13F portfolio, value $1,882,020.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 6,447 shares
    Change vs previous 13F -348 shares

    0.16% of the 13F portfolio, value $1,642,938.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 6,795 shares
    Change vs previous 13F -232 shares

    0.19% of the 13F portfolio, value $1,915,914.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 7,027 shares
    Change vs previous 13F -30 shares

    0.22% of the 13F portfolio, value $2,083,649.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 7,057 shares
    Change vs previous 13F -127 shares

    0.22% of the 13F portfolio, value $1,859,009.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 7,184 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,143,678.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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