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Disclosery

McLean Asset Management Corp: DFUS position timeline

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

McLean Asset Management Corp held 621,126 DFUS 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 621,126 shares
    Change vs previous 13F -21,445 shares

    6.7% of the 13F portfolio, value $50,677,663.

    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 642,571 shares
    Change vs previous 13F -8,629 shares

    7.97% of the 13F portfolio, value $45,564,723.

    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 651,200 shares
    Change vs previous 13F -8,978 shares

    8.79% of the 13F portfolio, value $49,048,391.

    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 660,178 shares
    Change vs previous 13F -15,249 shares

    9.94% of the 13F portfolio, value $48,265,583.

    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 675,427 shares
    Change vs previous 13F +965 shares

    11.94% of the 13F portfolio, value $45,483,259.

    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 674,462 shares
    Change vs previous 13F -12,113 shares

    11.95% of the 13F portfolio, value $36,184,908.

    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 686,575 shares
    Change vs previous 13F -9,298 shares

    13.15% of the 13F portfolio, value $43,769,159.

    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 695,873 shares
    Change vs previous 13F not available

    13.03% of the 13F portfolio, value $43,241,578.

    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).