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Disclosery

McLean Asset Management Corp: CB position timeline

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

McLean Asset Management Corp held 1,072 CB 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 1,072 shares
    Change vs previous 13F -12 shares

    0.05% of the 13F portfolio, value $375,923.

    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 1,084 shares
    Change vs previous 13F +85 shares

    0.06% of the 13F portfolio, value $353,302.

    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 999 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $300,858.

    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 1,005 shares
    Change vs previous 13F -54 shares

    0.06% of the 13F portfolio, value $287,899.

    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 1,059 shares
    Change vs previous 13F +29 shares

    0.08% of the 13F portfolio, value $296,647.

    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 1,030 shares
    Change vs previous 13F -89 shares

    0.09% of the 13F portfolio, value $283,281.

    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 1,119 shares
    Change vs previous 13F +111 shares

    0.09% of the 13F portfolio, value $309,158.

    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 1,008 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $292,859.

    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).