VitalStone Financial, LLC: MCD position timeline

VitalStone Financial, LLC held 311 MCD shares at 2024-09-30 per its 13F-HR filed 2024-10-11.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 311 shares

   Change vs previous 13F +186 shares

   0.06% of the 13F portfolio, value $94,753.

   13F-HR 0001963478-24-000005 filed by VitalStone Financial, LLC
   Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 125 shares

   Change vs previous 13F -469 shares

   0.02% of the 13F portfolio, value $31,979.

   13F-HR 0001998574-24-000002 filed by VitalStone Financial, LLC
   Filed 2024-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 594 shares

   Change vs previous 13F +125 shares

   0.13% of the 13F portfolio, value $167,000.

   13F-HR 0001963478-24-000003 filed by VitalStone Financial, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 469 shares

   Change vs previous 13F +345 shares

   0.11% of the 13F portfolio, value $139,000.

   13F-HR 0001963478-24-000002 filed by VitalStone Financial, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 124 shares

   Change vs previous 13F -22 shares

   0.03% of the 13F portfolio, value $33,000.

   13F-HR 0001963478-23-000005 filed by VitalStone Financial, LLC
   Filed 2023-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 146 shares

   Change vs previous 13F +7 shares

   0.02% of the 13F portfolio, value $41,000.

   13F-HR 0001963478-23-000004 filed by VitalStone Financial, LLC
   Filed 2023-08-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F/A 139 shares

   Change vs previous 13F -7 shares

   0.03% of the 13F portfolio, value $38,000.

   13F-HR/A 0001963478-23-000003 filed by VitalStone Financial, LLC
   Filed 2023-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

8. period ended2022-12-31

   13F 146 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $39,000.

   13F-HR 0001963478-23-000001 filed by VitalStone Financial, LLC
   Filed 2023-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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