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Disclosery

WMS Partners, LLC: MCD position timeline

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

WMS Partners, LLC held 0 MCD shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -19,625 shares

    13F-HR 0001480916-25-000003 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 19,625 shares
    Change vs previous 13F -27 shares

    0.32% of the 13F portfolio, value $5,689,229.

    13F-HR 0001480916-25-000002 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 19,652 shares
    Change vs previous 13F +1,547 shares

    0.34% of the 13F portfolio, value $5,984,212.

    13F-HR 0001480916-24-000006 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 18,105 shares
    Change vs previous 13F -252 shares

    0.29% of the 13F portfolio, value $4,613,987.

    13F-HR 0001480916-24-000004 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 18,357 shares
    Change vs previous 13F -540 shares

    0.36% of the 13F portfolio, value $5,175,710.

    13F-HR 0001480916-24-000003 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 18,897 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,603,239.

    13F-HR 0001480916-24-000001 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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