SATOVSKY ASSET MANAGEMENT LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SATOVSKY ASSET MANAGEMENT LLC on MCD, newest first. How the timeline and the estimate are built.
SATOVSKY ASSET MANAGEMENT LLC held 1,239 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,239 sharesChange vs previous 13F +13 shares
0.05% of the 13F portfolio, value $335,045.
13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,226 sharesChange vs previous 13F +8 shares
0.07% of the 13F portfolio, value $380,889.
13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,218 sharesChange vs previous 13F +10 shares
0.07% of the 13F portfolio, value $372,152.
13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,208 sharesChange vs previous 13F +7 shares
0.07% of the 13F portfolio, value $366,956.
13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,201 sharesChange vs previous 13F +7 shares
0.07% of the 13F portfolio, value $350,752.
13F-HR 0001214659-25-011960 filed by SATOVSKY ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,194 sharesChange vs previous 13F +7 shares
0.08% of the 13F portfolio, value $372,827.
13F-HR 0001214659-25-006748 filed by SATOVSKY ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,187 sharesChange vs previous 13F -9 shares
0.08% of the 13F portfolio, value $343,959.
13F-HR 0001214659-25-001698 filed by SATOVSKY ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,196 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $364,068.
13F-HR 0001214659-24-017670 filed by SATOVSKY ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).