MCDONALD PARTNERS LLC SEC EDGAR Filings (CIK 0001331074)

SEC EDGAR filings, ownership reports, and insider transactions for MCDONALD PARTNERS LLC.

Business address
1301 East 9 Th Street, Suite 3700, Cleveland, OH, 44114
Top securities (13F)
MSFT, ETN, AAPL, JPM, BRKB, ORCL, VOO, RTX, PNR, NVDA, AVGO, IUSG, SPY, AMGN, ABBV, HON, CVX, LHX, IBM, and JNJ
State of incorporation
OH
Fiscal year end
31 December
Former names
THOMAS MCDONALD PARTNERS, LLC (to 01 Mar 2010)
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MCDONALD PARTNERS LLC has filed 45 SEC EDGAR filings since 27 Feb 2007

Latest Filings

Recent SEC filings for MCDONALD PARTNERS LLC including 13F-HR, N-PX, X-17A-5 and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2025 30 Sep 2025 028-21003
N-PX Open N-PX document View SEC filing for N-PX 26 Aug 2025 30 Jun 2025 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2025 30 Jun 2025 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2025 31 Mar 2025 028-21003
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 10 Apr 2025 31 Dec 2024 008-66985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2025 31 Dec 2024 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Sep 2024 028-21003
N-PX Open N-PX document View SEC filing for N-PX 31 Jul 2024 30 Jun 2024 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2024 30 Jun 2024 028-21003
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 18 Apr 2024 31 Dec 2023 008-66985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2024 31 Mar 2024 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2024 31 Dec 2023 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2023 30 Sep 2023 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2023 30 Jun 2023 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2023 31 Mar 2023 028-21003
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 31 Mar 2023 31 Dec 2022 008-66985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jan 2023 31 Dec 2022 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2022 30 Sep 2022 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2022 30 Jun 2022 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2022 31 Mar 2022 028-21003
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 31 Mar 2022 31 Dec 2021 008-66985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2022 31 Dec 2021 028-21003
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 24 Nov 2021 30 Sep 2021 028-21003
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 24 Nov 2021 30 Jun 2021 028-21003
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 24 Nov 2021 31 Mar 2021 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2021 30 Sep 2021 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2021 30 Jun 2021 028-21003
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2021 31 Mar 2021 028-21003
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 26 Mar 2021 31 Dec 2020 008-66985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-21003
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 02 Mar 2020 31 Dec 2019 008-66985
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2019 31 Dec 2018 008-66985
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 05 Mar 2018 31 Dec 2017 008-66985
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 03 Mar 2017 31 Dec 2016 008-66985
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2016 31 Dec 2015 008-66985
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 02 Mar 2015 31 Dec 2014 008-66985
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 07 Jul 2014 31 Dec 2013 008-66985
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2013 31 Dec 2012 008-66985
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2012 31 Dec 2011 008-66985
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 28 Feb 2011 31 Dec 2010 008-66985
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 01 Mar 2010 31 Dec 2009 008-66985
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2010 31 Dec 2009 008-66985

About this filer

MCDONALD PARTNERS LLC files with the SEC under CIK 0001331074. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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