Wescott Financial Advisory Group, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wescott Financial Advisory Group, LLC on MCD, newest first. How the timeline and the estimate are built.
Wescott Financial Advisory Group, LLC held 1,445 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 1,445 sharesChange vs previous 13F +9 shares
0.03% of the 13F portfolio, value $390,474.
13F-HR 0001172661-26-003047 filed by Wescott Financial Advisory Group, 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 1,436 sharesChange vs previous 13F +66 shares
0.04% of the 13F portfolio, value $446,489.
13F-HR 0001172661-26-001689 filed by Wescott Financial Advisory Group, 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 1,370 sharesChange vs previous 13F +61 shares
0.04% of the 13F portfolio, value $418,718.
13F-HR 0001172661-26-000655 filed by Wescott Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,309 sharesChange vs previous 13F +35 shares
0.04% of the 13F portfolio, value $397,919.
13F-HR 0001172661-25-004588 filed by Wescott Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,274 sharesChange vs previous 13F +8 shares
0.04% of the 13F portfolio, value $372,242.
13F-HR 0001172661-25-003022 filed by Wescott Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,266 sharesChange vs previous 13F +17 shares
0.04% of the 13F portfolio, value $395,617.
13F-HR 0001172661-25-001836 filed by Wescott Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,249 sharesChange vs previous 13F -16 shares
0.04% of the 13F portfolio, value $362,049.
13F-HR 0001172661-25-000710 filed by Wescott Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,265 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $385,312.
13F-HR 0001172661-24-004582 filed by Wescott Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).