WealthPoint Financial, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPoint Financial, LLC on MCD, newest first. How the timeline and the estimate are built.
WealthPoint Financial, LLC held 801 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 801 sharesChange vs previous 13F +25 shares
0.16% of the 13F portfolio, value $216,444.
13F-HR 0002040860-26-000004 filed by WealthPoint Financial, 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/A 776 sharesChange vs previous 13F +13 shares
0.2% of the 13F portfolio, value $241,046.
13F-HR/A 0002040860-26-000003 filed by WealthPoint Financial, 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 763 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $233,045.
13F-HR 0002040860-26-000001 filed by WealthPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).