Wiser Advisor Group LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wiser Advisor Group LLC on MCD, newest first. How the timeline and the estimate are built.
Wiser Advisor Group LLC held 4,612 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 4,612 sharesChange vs previous 13F +30 shares
1.36% of the 13F portfolio, value $1,246,631.
13F-HR 0001420506-26-001840 filed by Wiser Advisor 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 4,582 sharesChange vs previous 13F -12 shares
1.72% of the 13F portfolio, value $1,423,936.
13F-HR 0002011550-26-000002 filed by Wiser Advisor 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 4,594 sharesChange vs previous 13F +63 shares
1.61% of the 13F portfolio, value $1,404,149.
13F-HR 0002011550-26-000001 filed by Wiser Advisor 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 4,531 sharesChange vs previous 13F +129 shares
1.71% of the 13F portfolio, value $1,377,037.
13F-HR 0002011550-25-000006 filed by Wiser Advisor 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 4,402 sharesChange vs previous 13F +292 shares
2.23% of the 13F portfolio, value $1,286,077.
13F-HR 0002011550-25-000004 filed by Wiser Advisor 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 4,110 sharesChange vs previous 13F -264 shares
1.9% of the 13F portfolio, value $1,283,973.
13F-HR 0002011550-25-000003 filed by Wiser Advisor 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 4,374 sharesChange vs previous 13F +95 shares
1.84% of the 13F portfolio, value $1,267,924.
13F-HR 0002011550-25-000001 filed by Wiser Advisor 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 4,279 sharesChange vs previous 13F not available
1.94% of the 13F portfolio, value $1,303,020.
13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).