Skip to content

McLean Asset Management Corp: DLS position timeline

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

McLean Asset Management Corp held 18,554 DLS 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 18,554 shares
    Change vs previous 13F -627 shares

    0.21% of the 13F portfolio, value $1,598,773.

    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 19,181 shares
    Change vs previous 13F -600 shares

    0.27% of the 13F portfolio, value $1,563,229.

    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 19,781 shares
    Change vs previous 13F -1,426 shares

    0.29% of the 13F portfolio, value $1,645,960.

    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 21,207 shares
    Change vs previous 13F -539 shares

    0.35% of the 13F portfolio, value $1,691,382.

    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 21,746 shares
    Change vs previous 13F -706 shares

    0.43% of the 13F portfolio, value $1,634,228.

    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 22,452 shares
    Change vs previous 13F -129 shares

    0.44% of the 13F portfolio, value $1,345,034.

    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 22,581 shares
    Change vs previous 13F -7,867 shares

    0.43% of the 13F portfolio, value $1,421,491.

    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 30,448 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,068,367.

    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).