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VALLEY WEALTH MANAGERS, INC.: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY WEALTH MANAGERS, INC. on MCD, newest first. How the timeline and the estimate are built.

VALLEY WEALTH MANAGERS, INC. held 13,853 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,853 shares
    Change vs previous 13F +594 shares

    0.22% of the 13F portfolio, value $3,744,495.

    13F-HR 0000924166-26-000006 filed by VALLEY WEALTH MANAGERS, INC.
    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 13,259 shares
    Change vs previous 13F +84 shares

    0.27% of the 13F portfolio, value $4,120,640.

    13F-HR 0000924166-26-000004 filed by VALLEY WEALTH MANAGERS, INC.
    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 13,175 shares
    Change vs previous 13F +273 shares

    0.26% of the 13F portfolio, value $4,026,552.

    13F-HR 0000924166-26-000002 filed by VALLEY WEALTH MANAGERS, INC.
    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 12,902 shares
    Change vs previous 13F +358 shares

    0.26% of the 13F portfolio, value $3,920,667.

    13F-HR 0000924166-25-000012 filed by VALLEY WEALTH MANAGERS, INC.
    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 12,544 shares
    Change vs previous 13F +227 shares

    0.26% of the 13F portfolio, value $3,664,863.

    13F-HR 0000924166-25-000010 filed by VALLEY WEALTH MANAGERS, INC.
    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 12,317 shares
    Change vs previous 13F +183 shares

    0.29% of the 13F portfolio, value $3,847,335.

    13F-HR 0000924166-25-000006 filed by VALLEY WEALTH MANAGERS, INC.
    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 12,134 shares
    Change vs previous 13F -1,185 shares

    0.26% of the 13F portfolio, value $3,517,640.

    13F-HR 0000924166-25-000002 filed by VALLEY WEALTH MANAGERS, INC.
    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 13,319 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,055,827.

    13F-HR 0000924166-24-000008 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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