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Disclosery

McLean Asset Management Corp: DFUV position timeline

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

McLean Asset Management Corp held 600,061 DFUV 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 600,061 shares
    Change vs previous 13F -14,471 shares

    4.41% of the 13F portfolio, value $33,357,379.

    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 614,532 shares
    Change vs previous 13F -13,179 shares

    5.21% of the 13F portfolio, value $29,780,217.

    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 627,711 shares
    Change vs previous 13F -5,391 shares

    5.44% of the 13F portfolio, value $30,343,564.

    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 633,102 shares
    Change vs previous 13F -41,533 shares

    5.88% of the 13F portfolio, value $28,533,909.

    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 674,635 shares
    Change vs previous 13F -10,474 shares

    7.61% of the 13F portfolio, value $28,982,324.

    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 685,109 shares
    Change vs previous 13F -19,411 shares

    8.2% of the 13F portfolio, value $24,835,205.

    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 704,520 shares
    Change vs previous 13F -9,371 shares

    8.66% of the 13F portfolio, value $28,828,953.

    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 713,891 shares
    Change vs previous 13F not available

    9.01% of the 13F portfolio, value $29,883,462.

    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).