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McLean Asset Management Corp: AVUS position timeline

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

McLean Asset Management Corp held 751,137 AVUS 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 751,137 shares
    Change vs previous 13F +9,674 shares

    12.67% of the 13F portfolio, value $95,845,105.

    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 741,463 shares
    Change vs previous 13F +64,283 shares

    14.42% of the 13F portfolio, value $82,435,854.

    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 677,180 shares
    Change vs previous 13F +198,895 shares

    13.9% of the 13F portfolio, value $77,598,095.

    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 478,285 shares
    Change vs previous 13F +325,942 shares

    10.78% of the 13F portfolio, value $52,329,199.

    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 152,343 shares
    Change vs previous 13F +8,975 shares

    4.07% of the 13F portfolio, value $15,514,644.

    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 143,368 shares
    Change vs previous 13F +18,846 shares

    3.85% of the 13F portfolio, value $11,667,269.

    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 124,522 shares
    Change vs previous 13F +11,412 shares

    3.62% of the 13F portfolio, value $12,069,919.

    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 113,110 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $10,783,899.

    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).