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McLean Asset Management Corp: AVEM position timeline

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

McLean Asset Management Corp held 489,332 AVEM 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 489,332 shares
    Change vs previous 13F -2,429 shares

    5.79% of the 13F portfolio, value $43,800,142.

    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 491,761 shares
    Change vs previous 13F +26,541 shares

    6.93% of the 13F portfolio, value $39,626,098.

    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 465,220 shares
    Change vs previous 13F +118,083 shares

    6.75% of the 13F portfolio, value $37,706,079.

    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 347,137 shares
    Change vs previous 13F +209,408 shares

    5.47% of the 13F portfolio, value $26,552,503.

    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 137,729 shares
    Change vs previous 13F +17,132 shares

    2.5% of the 13F portfolio, value $9,508,804.

    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 120,597 shares
    Change vs previous 13F +30,635 shares

    2.11% of the 13F portfolio, value $6,401,272.

    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 89,962 shares
    Change vs previous 13F +9,382 shares

    1.59% of the 13F portfolio, value $5,288,857.

    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 80,580 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $5,298,969.

    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).