Skip to content
Disclosery

McLean Asset Management Corp: AXP position timeline

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

McLean Asset Management Corp held 1,989 AXP 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 1,989 shares
    Change vs previous 13F -468 shares

    0.09% of the 13F portfolio, value $668,637.

    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 2,457 shares
    Change vs previous 13F -25 shares

    0.13% of the 13F portfolio, value $743,111.

    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 2,482 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $889,023.

    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 2,479 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $823,096.

    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 2,472 shares
    Change vs previous 13F +63 shares

    0.21% of the 13F portfolio, value $804,908.

    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 2,409 shares
    Change vs previous 13F -145 shares

    0.18% of the 13F portfolio, value $557,334.

    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 2,554 shares
    Change vs previous 13F +142 shares

    0.23% of the 13F portfolio, value $758,126.

    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 2,412 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $665,689.

    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).