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MCDONALD PARTNERS LLC: AFL position timeline

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

MCDONALD PARTNERS LLC held 4,999 AFL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,999 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $586,133.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 4,999 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $548,440.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 4,999 shares
    Change vs previous 13F -4,345 shares

    0.17% of the 13F portfolio, value $551,241.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 9,344 shares
    Change vs previous 13F -13,911 shares

    0.31% of the 13F portfolio, value $1,043,861.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 23,255 shares
    Change vs previous 13F +79 shares

    0.59% of the 13F portfolio, value $2,458,396.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 23,176 shares
    Change vs previous 13F -227 shares

    0.67% of the 13F portfolio, value $2,583,193.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 23,403 shares
    Change vs previous 13F +162 shares

    0.62% of the 13F portfolio, value $2,420,896.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 23,241 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,598,425.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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