Visionary Wealth Advisors: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on MCD, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 35,503 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 35,503 sharesChange vs previous 13F +28,900 shares
0.38% of the 13F portfolio, value $9,596,882.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,603 sharesChange vs previous 13F -180 shares
0.09% of the 13F portfolio, value $2,052,013.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,783 sharesChange vs previous 13F -164 shares
0.09% of the 13F portfolio, value $2,072,968.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,947 sharesChange vs previous 13F +921 shares
0.1% of the 13F portfolio, value $2,111,256.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,026 sharesChange vs previous 13F +747 shares
0.09% of the 13F portfolio, value $1,760,716.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,279 sharesChange vs previous 13F +86 shares
0.1% of the 13F portfolio, value $1,648,922.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,193 sharesChange vs previous 13F +244 shares
0.09% of the 13F portfolio, value $1,505,394.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,949 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,506,979.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).