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Disclosery

Naviter Wealth, LLC: MCD position timeline

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

Naviter Wealth, LLC held 8,489 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,489 shares
    Change vs previous 13F +305 shares

    0.21% of the 13F portfolio, value $2,294,563.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 8,184 shares
    Change vs previous 13F +355 shares

    0.32% of the 13F portfolio, value $2,543,363.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 7,829 shares
    Change vs previous 13F -1,721 shares

    0.31% of the 13F portfolio, value $2,392,857.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 9,550 shares
    Change vs previous 13F +50 shares

    0.34% of the 13F portfolio, value $2,902,204.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 9,500 shares
    Change vs previous 13F +74 shares

    0.34% of the 13F portfolio, value $2,775,643.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 9,426 shares
    Change vs previous 13F +16 shares

    0.35% of the 13F portfolio, value $2,894,635.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 9,410 shares
    Change vs previous 13F +4,330 shares

    0.33% of the 13F portfolio, value $2,727,869.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 5,080 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,546,915.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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