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Disclosery

McLean Asset Management Corp: DFAS position timeline

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

McLean Asset Management Corp held 241,473 DFAS 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 241,473 shares
    Change vs previous 13F -16,077 shares

    2.59% of the 13F portfolio, value $19,566,584.

    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 257,550 shares
    Change vs previous 13F -5,613 shares

    3.21% of the 13F portfolio, value $18,319,547.

    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 263,163 shares
    Change vs previous 13F -11,118 shares

    3.49% of the 13F portfolio, value $19,458,270.

    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 274,281 shares
    Change vs previous 13F -14,588 shares

    3.91% of the 13F portfolio, value $18,958,293.

    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 288,869 shares
    Change vs previous 13F -571 shares

    4.96% of the 13F portfolio, value $18,883,349.

    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 289,440 shares
    Change vs previous 13F +6,575 shares

    5% of the 13F portfolio, value $15,140,582.

    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 282,865 shares
    Change vs previous 13F -1,063 shares

    5.53% of the 13F portfolio, value $18,408,881.

    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 283,928 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $18,279,303.

    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).