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Disclosery

MCDONALD PARTNERS LLC: SAR position timeline

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

MCDONALD PARTNERS LLC held 0 SAR shares at 2024-12-31 per its 13F-HR filed 2025-01-31.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -20,264 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 20,264 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $469,929.

    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).