McLean Asset Management Corp: CART position timeline

McLean Asset Management Corp held 6,258 CART 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 6,258 shares

   Change vs previous 13F -35,196 shares

   0.04% of the 13F portfolio, value $279,107.

   13F-HR 0001833140-26-000003 filed by McLean Asset Management Corp
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 41,454 shares

   Change vs previous 13F -1,292 shares

   0.27% of the 13F portfolio, value $1,552,867.

   13F-HR 0001833140-26-000002 filed by McLean Asset Management Corp
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 42,746 shares

   Change vs previous 13F +34 shares

   0.31% of the 13F portfolio, value $1,746,602.

   13F-HR 0001833140-26-000001 filed by McLean Asset Management Corp
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 42,712 shares

   Change vs previous 13F -10,113 shares

   0.33% of the 13F portfolio, value $1,616,649.

   13F-HR 0001833140-25-000010 filed by McLean Asset Management Corp
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 52,825 shares

   Change vs previous 13F not available

   0.64% of the 13F portfolio, value $2,434,176.

   13F-HR 0001833140-25-000004 filed by McLean Asset Management Corp
   Filed 2025-07-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).