Masso Torrence Wealth Management Inc.: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Masso Torrence Wealth Management Inc. on MCD, newest first. How the timeline and the estimate are built.
Masso Torrence Wealth Management Inc. held 1,897 MCD shares at 2025-09-30 per its 13F-HR filed 2025-10-20.
the latest 13F is the newest step
- period ended2025-09-3013F 1,897 sharesChange vs previous 13F +145 shares
0.24% of the 13F portfolio, value $576,479.
13F-HR 0001903153-25-000005 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,752 sharesChange vs previous 13F +216 shares
0.24% of the 13F portfolio, value $511,882.
13F-HR 0001903153-25-000003 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,536 sharesChange vs previous 13F +161 shares
0.26% of the 13F portfolio, value $479,800.
13F-HR 0001903153-25-000002 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,375 sharesChange vs previous 13F +96 shares
0.21% of the 13F portfolio, value $398,599.
13F-HR 0002049064-25-000001 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,279 sharesChange vs previous 13F -73 shares
0.21% of the 13F portfolio, value $389,468.
13F-HR 0002035324-24-000007 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,352 sharesChange vs previous 13F +130 shares
0.19% of the 13F portfolio, value $344,544.
13F-HR 0001887441-24-000007 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 1,222 sharesChange vs previous 13F +305 shares
0.2% of the 13F portfolio, value $344,543.
13F-HR 0001903153-24-000002 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 917 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $271,900.
13F-HR 0001903153-24-000001 filed by Masso Torrence Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).