Trust Asset Management LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trust Asset Management LLC on MCD, newest first. How the timeline and the estimate are built.
Trust Asset Management LLC held 7,936 MCD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F/A 7,936 sharesChange vs previous 13F -30 shares
0.13% of the 13F portfolio, value $2,145,180.
13F-HR/A 0001608376-26-000003 filed by Trust 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 7,966 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $2,475,753.
13F-HR 0001608376-26-000001 filed by Trust 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 7,966 sharesChange vs previous 13F -298 shares
0.17% of the 13F portfolio, value $2,434,649.
13F-HR 0001172661-26-000173 filed by Trust 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 8,264 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $2,511,347.
13F-HR 0001172661-25-004719 filed by Trust 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 8,264 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $2,414,493.
13F-HR 0001172661-25-002690 filed by Trust 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 8,264 sharesChange vs previous 13F -154 shares
0.21% of the 13F portfolio, value $2,581,426.
13F-HR 0001172661-25-001693 filed by Trust 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 8,418 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $2,440,294.
13F-HR 0001172661-25-000238 filed by Trust 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 8,418 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $2,563,365.
13F-HR 0001172661-24-004610 filed by Trust Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).