Skip to content
Disclosery

McLean Asset Management Corp: DFAT position timeline

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

McLean Asset Management Corp held 226,497 DFAT 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 226,497 shares
    Change vs previous 13F -4,478 shares

    2.12% of the 13F portfolio, value $16,020,122.

    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 230,975 shares
    Change vs previous 13F -3,096 shares

    2.52% of the 13F portfolio, value $14,424,399.

    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 234,071 shares
    Change vs previous 13F -5,177 shares

    2.64% of the 13F portfolio, value $14,725,423.

    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 239,248 shares
    Change vs previous 13F -19,235 shares

    2.9% of the 13F portfolio, value $14,070,163.

    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 258,483 shares
    Change vs previous 13F -2,695 shares

    3.81% of the 13F portfolio, value $14,500,883.

    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 261,178 shares
    Change vs previous 13F +14,666 shares

    3.86% of the 13F portfolio, value $11,700,777.

    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 246,512 shares
    Change vs previous 13F -5,142 shares

    4.12% of the 13F portfolio, value $13,720,851.

    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 251,654 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $13,893,802.

    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).