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Disclosery

McLean Asset Management Corp: AGG position timeline

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

McLean Asset Management Corp held 371,519 AGG 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 371,519 shares
    Change vs previous 13F +334,951 shares

    4.78% of the 13F portfolio, value $36,174,773.

    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 36,568 shares
    Change vs previous 13F +17,990 shares

    0.64% of the 13F portfolio, value $3,630,105.

    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 18,578 shares
    Change vs previous 13F +6,881 shares

    0.33% of the 13F portfolio, value $1,864,302.

    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 11,697 shares
    Change vs previous 13F -13,762 shares

    0.24% of the 13F portfolio, value $1,169,232.

    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 25,459 shares
    Change vs previous 13F -1,137 shares

    0.66% of the 13F portfolio, value $2,512,040.

    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 26,596 shares
    Change vs previous 13F -75 shares

    0.86% of the 13F portfolio, value $2,598,163.

    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 26,671 shares
    Change vs previous 13F +684 shares

    0.78% of the 13F portfolio, value $2,584,420.

    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 25,987 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,597,671.

    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).