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U S WEALTH GROUP, LLC.: MCD position timeline

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

U S WEALTH GROUP, LLC. held 10,414 MCD shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,414 shares
    Change vs previous 13F +2,450 shares

    1.69% of the 13F portfolio, value $2,815,054.

    13F-HR 0001554427-26-000007 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 7,964 shares
    Change vs previous 13F -103 shares

    1.67% of the 13F portfolio, value $2,475,156.

    13F-HR 0001554427-26-000006 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  3. period ended2025-12-31
    13F 8,067 shares
    Change vs previous 13F -91 shares

    1.62% of the 13F portfolio, value $2,465,517.

    13F-HR 0001554427-26-000001 filed by U S WEALTH GROUP, 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 8,158 shares
    Change vs previous 13F +294 shares

    1.62% of the 13F portfolio, value $2,479,135.

    13F-HR 0001554427-25-000006 filed by U S WEALTH GROUP, 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 7,864 shares
    Change vs previous 13F +139 shares

    1.79% of the 13F portfolio, value $2,297,625.

    13F-HR 0001554427-25-000003 filed by U S WEALTH GROUP, 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 7,725 shares
    Change vs previous 13F -228 shares

    1.91% of the 13F portfolio, value $2,413,058.

    13F-HR 0001554427-25-000002 filed by U S WEALTH GROUP, 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 7,953 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,305,495.

    13F-HR 0001554427-25-000001 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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