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McAdam, LLC: OEF position timeline

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

McAdam, LLC held 6,366 OEF 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 6,366 shares
    Change vs previous 13F -7,873 shares

    0.09% of the 13F portfolio, value $2,329,128.

    13F-HR 0001580642-26-004862 filed by McAdam, LLC
    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 14,239 shares
    Change vs previous 13F -455 shares

    0.2% of the 13F portfolio, value $4,528,999.

    13F-HR 0001580642-26-003102 filed by McAdam, LLC
    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 14,694 shares
    Change vs previous 13F -649 shares

    0.23% of the 13F portfolio, value $5,039,601.

    13F-HR 0001580642-26-001071 filed by McAdam, LLC
    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 15,343 shares
    Change vs previous 13F -264 shares

    0.25% of the 13F portfolio, value $5,106,764.

    13F-HR 0001580642-25-006815 filed by McAdam, LLC
    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 15,607 shares
    Change vs previous 13F +4,136 shares

    0.26% of the 13F portfolio, value $4,749,990.

    13F-HR 0001580642-25-004274 filed by McAdam, LLC
    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 11,471 shares
    Change vs previous 13F -1,115 shares

    0.19% of the 13F portfolio, value $3,106,691.

    13F-HR 0001580642-25-003207 filed by McAdam, LLC
    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 12,586 shares
    Change vs previous 13F +797 shares

    0.2% of the 13F portfolio, value $3,635,478.

    13F-HR 0001580642-25-000421 filed by McAdam, LLC
    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 11,789 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,262,730.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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