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McClarren Financial Advisors, Inc.: ISTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McClarren Financial Advisors, Inc. on ISTB, newest first. How the timeline and the estimate are built.

McClarren Financial Advisors, Inc. held 102,766 ISTB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,766 shares
    Change vs previous 13F +6,932 shares

    2.56% of the 13F portfolio, value $4,958,439.

    13F-HR 0001214659-26-008656 filed by McClarren Financial Advisors, 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 95,834 shares
    Change vs previous 13F +89,606 shares

    2.75% of the 13F portfolio, value $4,644,093.

    13F-HR 0001214659-26-004716 filed by McClarren Financial Advisors, 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 6,228 shares
    Change vs previous 13F -57,148 shares

    2.3% of the 13F portfolio, value $3,848,641.

    13F-HR 0001214659-26-000385 filed by McClarren Financial Advisors, 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 63,376 shares
    Change vs previous 13F +1,586 shares

    1.95% of the 13F portfolio, value $3,182,798.

    13F-HR 0001214659-25-014963 filed by McClarren Financial Advisors, 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 61,790 shares
    Change vs previous 13F -1,024 shares

    1.96% of the 13F portfolio, value $3,006,074.

    13F-HR 0001214659-25-011634 filed by McClarren Financial Advisors, 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 62,814 shares
    Change vs previous 13F +4,459 shares

    2.04% of the 13F portfolio, value $3,087,000.

    13F-HR 0001842974-25-000001 filed by McClarren Financial Advisors, 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 58,355 shares
    Change vs previous 13F +41,934 shares

    7.82% of the 13F portfolio, value $2,787,000.

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, 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 16,421 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $540,000.

    13F-HR 0001792704-24-000021 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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