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MCDONALD PARTNERS LLC: LEAD position timeline

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

MCDONALD PARTNERS LLC held 19,157 LEAD 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 19,157 shares
    Change vs previous 13F -212 shares

    0.43% of the 13F portfolio, value $1,755,835.

    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 19,369 shares
    Change vs previous 13F -1,360 shares

    0.35% of the 13F portfolio, value $1,485,620.

    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 20,729 shares
    Change vs previous 13F -1,174 shares

    0.5% of the 13F portfolio, value $1,580,173.

    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 21,903 shares
    Change vs previous 13F -280 shares

    0.5% of the 13F portfolio, value $1,667,439.

    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 22,183 shares
    Change vs previous 13F +563 shares

    0.38% of the 13F portfolio, value $1,593,849.

    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 21,620 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,400,773.

    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 21,620 shares
    Change vs previous 13F +1,075 shares

    0.37% of the 13F portfolio, value $1,437,304.

    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 20,545 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,423,339.

    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).