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Disclosery

McLean Asset Management Corp: EFV position timeline

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

McLean Asset Management Corp held 135,356 EFV 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 135,356 shares
    Change vs previous 13F -4,466 shares

    1.45% of the 13F portfolio, value $10,947,591.

    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 139,822 shares
    Change vs previous 13F -2,155 shares

    1.82% of the 13F portfolio, value $10,395,753.

    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 141,977 shares
    Change vs previous 13F -2,049 shares

    1.87% of the 13F portfolio, value $10,423,939.

    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 144,026 shares
    Change vs previous 13F -1,394 shares

    2.03% of the 13F portfolio, value $9,870,114.

    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 145,420 shares
    Change vs previous 13F -2,237 shares

    2.44% of the 13F portfolio, value $9,290,896.

    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 147,657 shares
    Change vs previous 13F -6,861 shares

    2.56% of the 13F portfolio, value $7,737,238.

    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 154,518 shares
    Change vs previous 13F -7,762 shares

    2.43% of the 13F portfolio, value $8,107,581.

    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 162,280 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $9,238,607.

    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).