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MCDONALD PARTNERS LLC: USMC position timeline

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

MCDONALD PARTNERS LLC held 59,997 USMC 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 59,997 shares
    Change vs previous 13F +32,088 shares

    1.08% of the 13F portfolio, value $4,447,353.

    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 27,909 shares
    Change vs previous 13F +21,403 shares

    0.42% of the 13F portfolio, value $1,794,897.

    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 6,506 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $445,348.

    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).