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RFG - Bristol Wealth Advisors, LLC: MCD position timeline

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

RFG - Bristol Wealth Advisors, LLC held 1,109 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,109 shares
    Change vs previous 13F +41 shares

    0.06% of the 13F portfolio, value $256,126.

    13F-HR 0001085146-26-000866 filed by RFG - Bristol Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,068 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $288,713.

    13F-HR 0002055104-26-000003 filed by RFG - Bristol Wealth Advisors, 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 1,066 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $331,162.

    13F-HR 0002055104-26-000002 filed by RFG - Bristol Wealth Advisors, 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 1,063 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $324,993.

    13F-HR 0002055104-26-000001 filed by RFG - Bristol Wealth Advisors, 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 1,057 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $321,238.

    13F-HR 0002055104-25-000004 filed by RFG - Bristol Wealth Advisors, 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 1,055 shares
    Change vs previous 13F -17 shares

    0.1% of the 13F portfolio, value $308,196.

    13F-HR 0001085146-25-004554 filed by RFG - Bristol Wealth Advisors, 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 1,072 shares
    Change vs previous 13F +73 shares

    0.11% of the 13F portfolio, value $334,730.

    13F-HR 0001085146-25-002759 filed by RFG - Bristol Wealth Advisors, 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 999 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $289,702.

    13F-HR 0001085146-25-001089 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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