PRIMORIS WEALTH ADVISORS, LLC: MCD position timeline

PRIMORIS WEALTH ADVISORS, LLC held 0 MCD shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,329 shares

   13F-HR 0002085853-25-000172 filed by PRIMORIS WEALTH ADVISORS, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

2. period ended2025-06-30

   13F 1,329 shares

   Change vs previous 13F -285 shares

   0.26% of the 13F portfolio, value $388,294.

   13F-HR 0001667731-25-001001 filed by PRIMORIS WEALTH ADVISORS, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 1,614 shares

   Change vs previous 13F -387 shares

   0.39% of the 13F portfolio, value $504,164.

   13F-HR 0001667731-25-000512 filed by PRIMORIS WEALTH ADVISORS, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 2,001 shares

   Change vs previous 13F -250 shares

   0.44% of the 13F portfolio, value $580,069.

   13F-HR 0001667731-25-000254 filed by PRIMORIS WEALTH ADVISORS, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 2,251 shares

   Change vs previous 13F not available

   0.5% of the 13F portfolio, value $685,450.

   13F-HR 0001909619-24-000004 filed by PRIMORIS WEALTH ADVISORS, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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