Skip to content
Disclosery

Secure Asset Management, LLC: MCD position timeline

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

Secure Asset Management, LLC held 16,379 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,379 shares
    Change vs previous 13F +1,634 shares

    0.62% of the 13F portfolio, value $4,427,452.

    13F-HR 0002085853-26-000733 filed by Secure Asset Management, 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 14,745 shares
    Change vs previous 13F +150 shares

    0.73% of the 13F portfolio, value $4,582,722.

    13F-HR 0002085853-26-000323 filed by Secure Asset Management, 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 14,595 shares
    Change vs previous 13F +626 shares

    0.7% of the 13F portfolio, value $4,460,663.

    13F-HR 0002085853-26-000051 filed by Secure Asset Management, 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 13,969 shares
    Change vs previous 13F +4,002 shares

    0.69% of the 13F portfolio, value $4,197,822.

    13F-HR 0002085853-25-000048 filed by Secure Asset Management, 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 9,967 shares
    Change vs previous 13F +291 shares

    0.54% of the 13F portfolio, value $2,911,939.

    13F-HR 0001667731-25-000760 filed by Secure Asset Management, 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 9,676 shares
    Change vs previous 13F +2,156 shares

    0.61% of the 13F portfolio, value $3,022,441.

    13F-HR 0001667731-25-000402 filed by Secure Asset Management, 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 7,520 shares
    Change vs previous 13F +223 shares

    0.33% of the 13F portfolio, value $2,179,966.

    13F-HR 0001667731-25-000054 filed by Secure Asset Management, 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 7,297 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,221,988.

    13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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