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SS&H Financial Advisors, Inc.: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SS&H Financial Advisors, Inc. on MCD, newest first. How the timeline and the estimate are built.

SS&H Financial Advisors, Inc. held 1,940 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,940 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $524,000.

    13F-HR 0001911735-26-000003 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,990 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $608,000.

    13F-HR 0001911735-26-000001 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,990 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $604,742.

    13F-HR 0001911735-25-000005 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,990 shares
    Change vs previous 13F -382 shares

    0.19% of the 13F portfolio, value $581,419.

    13F-HR 0001911735-25-000003 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,372 shares
    Change vs previous 13F -381 shares

    0.28% of the 13F portfolio, value $741,000.

    13F-HR 0001911735-25-000002 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,753 shares
    Change vs previous 13F -100 shares

    0.29% of the 13F portfolio, value $799,000.

    13F-HR 0001911735-25-000001 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,853 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $869,000.

    13F-HR 0001911735-24-000004 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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