Skip to content
Disclosery

Ascentis Wealth Management, LLC: MCD position timeline

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

Ascentis Wealth Management, LLC held 1,768 MCD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,768 shares
    Change vs previous 13F -14,430 shares

    0.07% of the 13F portfolio, value $478,103.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 1,768 shares

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

  2. period ended2026-03-31
    13F 16,198 shares
    Change vs previous 13F +2,819 shares

    0.28% of the 13F portfolio, value $5,034,976.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,148 shares
    • Ascentis Wealth Management, LLC: 2,050 shares

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

  3. period ended2025-12-31
    13F 13,379 shares
    Change vs previous 13F -514 shares

    0.39% of the 13F portfolio, value $4,089,650.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10,059 shares
    • Ascentis Wealth Management, LLC: 3,320 shares

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

  4. period ended2025-09-30
    13F 13,893 shares
    Change vs previous 13F +541 shares

    0.4% of the 13F portfolio, value $4,222,729.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10,514 shares
    • Ascentis Wealth Management, LLC: 3,379 shares

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

  5. period ended2025-06-30
    13F 13,352 shares
    Change vs previous 13F +1,519 shares

    0.41% of the 13F portfolio, value $3,917,570.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10,321 shares
    • Ascentis Wealth Management, LLC: 3,031 shares

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

  6. period ended2025-03-31
    13F 11,833 shares
    Change vs previous 13F +1,289 shares

    0.45% of the 13F portfolio, value $3,700,673.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,911 shares
    • Ascentis Wealth Management, LLC: 2,922 shares

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

  7. period ended2024-12-31
    13F 10,544 shares
    Change vs previous 13F -201 shares

    0.36% of the 13F portfolio, value $3,057,090.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,911 shares
    • Ascentis Wealth Management, LLC: 1,633 shares

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

  8. period ended2024-09-30
    13F/A 10,745 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,272,492.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,370 shares
    • Ascentis Wealth Management, LLC: 1,375 shares

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