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Disclosery

Sweet Financial Partners, LLC: MCD position timeline

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

Sweet Financial Partners, LLC held 4,579 MCD shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 4,579 shares
    Change vs previous 13F -7,085 shares

    0.3% of the 13F portfolio, value $1,394,469.

    13F-HR 0001908936-24-000005 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 11,664 shares
    Change vs previous 13F +1,091 shares

    0.68% of the 13F portfolio, value $2,972,557.

    13F-HR 0001908936-24-000003 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 10,573 shares
    Change vs previous 13F +683 shares

    0.69% of the 13F portfolio, value $2,980,920.

    13F-HR 0001908936-24-000002 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 9,890 shares
    Change vs previous 13F +1,073 shares

    0.7% of the 13F portfolio, value $2,932,560.

    13F-HR 0001908936-24-000001 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 8,817 shares
    Change vs previous 13F +475 shares

    0.62% of the 13F portfolio, value $2,322,764.

    13F-HR 0001908936-23-000004 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 8,342 shares
    Change vs previous 13F +1,387 shares

    0.65% of the 13F portfolio, value $2,489,336.

    13F-HR 0001908936-23-000003 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 6,955 shares
    Change vs previous 13F +1,327 shares

    0.54% of the 13F portfolio, value $1,944,688.

    13F-HR 0001908936-23-000002 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 5,628 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,483,147.

    13F-HR 0001908936-23-000001 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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