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Disclosery

Summit Financial, LLC: MCD position timeline

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

Summit Financial, LLC held 22,049 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,049 shares
    Change vs previous 13F +1,175 shares

    0.07% of the 13F portfolio, value $5,960,146.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 20,874 shares
    Change vs previous 13F +2,706 shares

    0.08% of the 13F portfolio, value $6,487,542.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 18,168 shares
    Change vs previous 13F -281 shares

    0.08% of the 13F portfolio, value $5,552,626.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 18,449 shares
    Change vs previous 13F -2,261 shares

    0.09% of the 13F portfolio, value $5,606,397.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 20,710 shares
    Change vs previous 13F +1,321 shares

    0.14% of the 13F portfolio, value $6,050,775.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 19,389 shares
    Change vs previous 13F +919 shares

    0.17% of the 13F portfolio, value $6,056,488.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 18,470 shares
    Change vs previous 13F +963 shares

    0.19% of the 13F portfolio, value $5,354,390.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 17,507 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,331,036.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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