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McLean Asset Management Corp: DFGR position timeline

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

McLean Asset Management Corp held 430,559 DFGR 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 430,559 shares
    Change vs previous 13F +163,219 shares

    1.7% of the 13F portfolio, value $12,830,652.

    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 267,340 shares
    Change vs previous 13F +119,724 shares

    1.24% of the 13F portfolio, value $7,105,889.

    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 147,616 shares
    Change vs previous 13F +115,025 shares

    0.71% of the 13F portfolio, value $3,981,214.

    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 32,591 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $887,779.

    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).