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Disclosery

Forum Financial Management, LP: MCD position timeline

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

Forum Financial Management, LP held 9,360 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,360 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $2,530,089.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 9,339 shares
    Change vs previous 13F -2,785 shares

    0.04% of the 13F portfolio, value $2,902,383.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,124 shares
    Change vs previous 13F +107 shares

    0.05% of the 13F portfolio, value $3,705,442.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,017 shares
    Change vs previous 13F +1,995 shares

    0.05% of the 13F portfolio, value $3,651,814.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,022 shares
    Change vs previous 13F +447 shares

    0.04% of the 13F portfolio, value $2,928,151.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,575 shares
    Change vs previous 13F -319 shares

    0.05% of the 13F portfolio, value $2,991,001.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 9,894 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,868,030.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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