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McLean Asset Management Corp: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McLean Asset Management Corp on AAPL, newest first. How the timeline and the estimate are built.

McLean Asset Management Corp held 96,785 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,785 shares
    Change vs previous 13F -1,150 shares

    3.95% of the 13F portfolio, value $29,897,706.

    13F-HR 0001833140-26-000003 filed by McLean Asset Management Corp
    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 97,935 shares
    Change vs previous 13F +219 shares

    4.35% of the 13F portfolio, value $24,854,834.

    13F-HR 0001833140-26-000002 filed by McLean Asset Management Corp
    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 97,716 shares
    Change vs previous 13F -349 shares

    4.55% of the 13F portfolio, value $25,402,210.

    13F-HR 0001833140-26-000001 filed by McLean Asset Management Corp
    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 98,065 shares
    Change vs previous 13F -892 shares

    5.19% of the 13F portfolio, value $25,172,369.

    13F-HR 0001833140-25-000010 filed by McLean Asset Management Corp
    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 98,957 shares
    Change vs previous 13F +447 shares

    5.52% of the 13F portfolio, value $21,022,447.

    13F-HR 0001833140-25-000004 filed by McLean Asset Management Corp
    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 98,510 shares
    Change vs previous 13F +37,124 shares

    5.61% of the 13F portfolio, value $16,985,039.

    13F-HR 0001833140-25-000002 filed by McLean Asset Management Corp
    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 61,386 shares
    Change vs previous 13F +8,894 shares

    4.62% of the 13F portfolio, value $15,372,191.

    13F-HR 0001833140-25-000001 filed by McLean Asset Management Corp
    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 52,492 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $11,904,608.

    13F-HR 0001833140-24-000008 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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