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Disclosery

McLean Asset Management Corp: ISHG position timeline

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

McLean Asset Management Corp held 8,636 ISHG 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 8,636 shares
    Change vs previous 13F -1 shares

    0.09% of the 13F portfolio, value $648,310.

    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 8,637 shares
    Change vs previous 13F -58 shares

    0.11% of the 13F portfolio, value $640,729.

    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 8,695 shares
    Change vs previous 13F -1,542 shares

    0.12% of the 13F portfolio, value $650,995.

    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 10,237 shares
    Change vs previous 13F -2,288 shares

    0.16% of the 13F portfolio, value $777,807.

    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 12,525 shares
    Change vs previous 13F -3,452 shares

    0.25% of the 13F portfolio, value $959,165.

    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 15,977 shares
    Change vs previous 13F -1,463 shares

    0.38% of the 13F portfolio, value $1,135,645.

    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 17,440 shares
    Change vs previous 13F -652 shares

    0.35% of the 13F portfolio, value $1,174,933.

    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 18,092 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,314,746.

    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).