Twelve Points Wealth Management LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Twelve Points Wealth Management LLC on MCD, newest first. How the timeline and the estimate are built.
Twelve Points Wealth Management LLC held 3,332 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 3,332 sharesChange vs previous 13F +683 shares
0.18% of the 13F portfolio, value $900,594.
13F-HR 0001877090-26-000005 filed by Twelve Points Wealth 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 2,649 sharesChange vs previous 13F -8 shares
0.18% of the 13F portfolio, value $823,185.
13F-HR 0001877090-26-000003 filed by Twelve Points Wealth 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 2,657 sharesChange vs previous 13F -747 shares
0.18% of the 13F portfolio, value $816,447.
13F-HR 0001877090-26-000001 filed by Twelve Points Wealth 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 3,404 sharesChange vs previous 13F -257 shares
0.26% of the 13F portfolio, value $1,034,335.
13F-HR 0001877090-25-000008 filed by Twelve Points Wealth 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 3,661 sharesChange vs previous 13F -8 shares
0.29% of the 13F portfolio, value $1,069,527.
13F-HR 0001877090-25-000004 filed by Twelve Points Wealth 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 3,669 sharesChange vs previous 13F +120 shares
0.31% of the 13F portfolio, value $1,145,963.
13F-HR 0001877090-25-000003 filed by Twelve Points Wealth 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 3,549 sharesChange vs previous 13F +667 shares
0.3% of the 13F portfolio, value $1,028,720.
13F-HR 0001877090-25-000002 filed by Twelve Points Wealth 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 2,882 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $877,482.
13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).