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Disclosery

Spire Wealth Management: MCD position timeline

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

Spire Wealth Management held 5,977 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,977 shares
    Change vs previous 13F -315 shares

    0.05% of the 13F portfolio, value $1,615,693.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 6,292 shares
    Change vs previous 13F -135 shares

    0.07% of the 13F portfolio, value $1,955,598.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 6,427 shares
    Change vs previous 13F -873 shares

    0.07% of the 13F portfolio, value $1,964,282.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 7,300 shares
    Change vs previous 13F +321 shares

    0.08% of the 13F portfolio, value $2,218,435.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 6,979 shares
    Change vs previous 13F -5,847 shares

    0.07% of the 13F portfolio, value $2,039,039.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 12,826 shares
    Change vs previous 13F +1,037 shares

    0.13% of the 13F portfolio, value $4,006,484.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 11,789 shares
    Change vs previous 13F -7,236 shares

    0.11% of the 13F portfolio, value $3,417,555.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,025 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,793,153.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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