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Retirement Wealth Solutions LLC: MCD position timeline

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

Retirement Wealth Solutions LLC held 305 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 305 shares
    Change vs previous 13F -76 shares

    0.04% of the 13F portfolio, value $70,539.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 381 shares
    Change vs previous 13F -33 shares

    0.06% of the 13F portfolio, value $103,088.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 414 shares
    Change vs previous 13F -65 shares

    0.08% of the 13F portfolio, value $128,761.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 479 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $146,473.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 478 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $145,261.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 477 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $139,302.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 476 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $148,544.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 474 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $133,904.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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