Skip to content

WFG Advisors, LP: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFG Advisors, LP on MCD, newest first. How the timeline and the estimate are built.

WFG Advisors, LP held 2,651 MCD shares at 2017-06-30 per its 13F-HR filed 2017-08-18.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 2,651 shares
    Change vs previous 13F -36 shares

    0.09% of the 13F portfolio, value $406,000.

    13F-HR 0001580642-17-004497 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-03-31
    13F 2,687 shares
    Change vs previous 13F -60 shares

    0.09% of the 13F portfolio, value $348,000.

    13F-HR 0001580642-17-002922 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-12-31
    13F/A 2,747 shares
    Change vs previous 13F -5,159 shares

    0.08% of the 13F portfolio, value $334,000.

    13F-HR/A 0001580642-17-001343 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-09-30
    13F 7,906 shares
    Change vs previous 13F -592 shares

    0.23% of the 13F portfolio, value $912,000.

    13F-HR 0001580642-16-012052 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 8,498 shares
    Change vs previous 13F -1,474 shares

    0.27% of the 13F portfolio, value $1,023,000.

    13F-HR 0001580642-16-010192 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 9,972 shares
    Change vs previous 13F -4,029 shares

    0.36% of the 13F portfolio, value $1,253,000.

    13F-HR 0001580642-16-008609 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-12-31
    13F 14,001 shares
    Change vs previous 13F -157 shares

    0.49% of the 13F portfolio, value $1,654,000.

    13F-HR 0001580642-16-006748 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-09-30
    13F 14,158 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,395,000.

    13F-HR 0001580642-15-005172 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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