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Disclosery

McLean Asset Management Corp: DFIV position timeline

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

McLean Asset Management Corp held 353,172 DFIV 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 353,172 shares
    Change vs previous 13F -5,120 shares

    2.67% of the 13F portfolio, value $20,226,140.

    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 358,292 shares
    Change vs previous 13F -2,430 shares

    3.31% of the 13F portfolio, value $18,910,668.

    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 360,722 shares
    Change vs previous 13F -9,797 shares

    3.33% of the 13F portfolio, value $18,595,224.

    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 370,519 shares
    Change vs previous 13F -26,838 shares

    3.55% of the 13F portfolio, value $17,251,358.

    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 397,357 shares
    Change vs previous 13F -2,483 shares

    4.51% of the 13F portfolio, value $17,165,819.

    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 399,840 shares
    Change vs previous 13F -3,149 shares

    4.58% of the 13F portfolio, value $13,862,443.

    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 402,989 shares
    Change vs previous 13F -6,948 shares

    4.29% of the 13F portfolio, value $14,298,054.

    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 409,937 shares
    Change vs previous 13F not available

    4.69% of the 13F portfolio, value $15,565,305.

    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).