Wolff Financial Management LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wolff Financial Management LLC on MCD, newest first. How the timeline and the estimate are built.
Wolff Financial Management LLC held 4,951 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 4,951 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $1,338,321.
13F-HR 0001767940-26-000004 filed by Wolff Financial Management 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 4,951 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $1,538,740.
13F-HR 0001767940-26-000003 filed by Wolff Financial Management 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 4,951 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $1,513,193.
13F-HR 0001767940-26-000001 filed by Wolff Financial Management 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 4,951 sharesChange vs previous 13F -17 shares
0.35% of the 13F portfolio, value $1,504,578.
13F-HR 0001767940-25-000006 filed by Wolff Financial Management 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 4,968 sharesChange vs previous 13F 0 shares
0.38% of the 13F portfolio, value $1,452,000.
13F-HR 0001767940-25-000004 filed by Wolff Financial Management 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 4,968 sharesChange vs previous 13F -145 shares
0.43% of the 13F portfolio, value $1,552,000.
13F-HR 0001767940-25-000003 filed by Wolff Financial Management 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 5,113 sharesChange vs previous 13F 0 shares
0.41% of the 13F portfolio, value $1,482,000.
13F-HR 0001767940-25-000001 filed by Wolff Financial Management 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 5,113 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $1,557,000.
13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).