Skip to content

McLean Asset Management Corp: AVUV position timeline

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

McLean Asset Management Corp held 33,024 AVUV 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 33,024 shares
    Change vs previous 13F -3,682 shares

    0.55% of the 13F portfolio, value $4,137,265.

    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 36,706 shares
    Change vs previous 13F -1,675 shares

    0.71% of the 13F portfolio, value $4,054,886.

    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 38,381 shares
    Change vs previous 13F +1,104 shares

    0.74% of the 13F portfolio, value $4,129,029.

    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 37,277 shares
    Change vs previous 13F +6,137 shares

    0.77% of the 13F portfolio, value $3,747,416.

    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 31,140 shares
    Change vs previous 13F +3,881 shares

    0.77% of the 13F portfolio, value $2,946,426.

    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 27,259 shares
    Change vs previous 13F -3,259 shares

    0.68% of the 13F portfolio, value $2,049,089.

    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 30,518 shares
    Change vs previous 13F +8,757 shares

    0.88% of the 13F portfolio, value $2,945,887.

    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 21,761 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,085,391.

    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).