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Wealth Dimensions Group, Ltd.: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Dimensions Group, Ltd. on MCD, newest first. How the timeline and the estimate are built.

Wealth Dimensions Group, Ltd. held 4,003 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,003 shares
    Change vs previous 13F -8 shares

    0.19% of the 13F portfolio, value $1,081,922.

    13F-HR 0001846462-26-000003 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 4,011 shares
    Change vs previous 13F +36 shares

    0.25% of the 13F portfolio, value $1,246,558.

    13F-HR 0001846462-26-000002 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,975 shares
    Change vs previous 13F -69 shares

    0.24% of the 13F portfolio, value $1,214,989.

    13F-HR 0001846462-26-000001 filed by Wealth Dimensions Group, Ltd.
    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 4,044 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $1,228,860.

    13F-HR 0001846462-25-000005 filed by Wealth Dimensions Group, Ltd.
    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 4,043 shares
    Change vs previous 13F -107 shares

    0.26% of the 13F portfolio, value $1,181,296.

    13F-HR 0001085146-25-004937 filed by Wealth Dimensions Group, Ltd.
    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 4,150 shares
    Change vs previous 13F +130 shares

    0.31% of the 13F portfolio, value $1,296,210.

    13F-HR 0001846462-25-000002 filed by Wealth Dimensions Group, Ltd.
    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 4,020 shares
    Change vs previous 13F +120 shares

    0.29% of the 13F portfolio, value $1,165,498.

    13F-HR 0001846462-25-000001 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,900 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,187,701.

    13F-HR 0001846462-24-000007 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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