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MCDONALD PARTNERS LLC: MWA position timeline

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

MCDONALD PARTNERS LLC held 174,205 MWA 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 174,205 shares
    Change vs previous 13F -4,190 shares

    1.09% of the 13F portfolio, value $4,499,715.

    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 178,395 shares
    Change vs previous 13F +26,150 shares

    1.16% of the 13F portfolio, value $4,904,079.

    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 152,245 shares
    Change vs previous 13F +26,145 shares

    1.14% of the 13F portfolio, value $3,626,476.

    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 126,100 shares
    Change vs previous 13F +15,130 shares

    0.96% of the 13F portfolio, value $3,218,072.

    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 110,970 shares
    Change vs previous 13F +8,730 shares

    0.64% of the 13F portfolio, value $2,667,719.

    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 102,240 shares
    Change vs previous 13F -6,000 shares

    0.68% of the 13F portfolio, value $2,598,941.

    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 108,240 shares
    Change vs previous 13F -7,250 shares

    0.62% of the 13F portfolio, value $2,435,400.

    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 115,490 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,506,133.

    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).