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Disclosery

McLean Asset Management Corp: IWM position timeline

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

McLean Asset Management Corp held 45,058 IWM 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 45,058 shares
    Change vs previous 13F -1,575 shares

    1.73% of the 13F portfolio, value $13,121,016.

    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 46,633 shares
    Change vs previous 13F -265 shares

    2.02% of the 13F portfolio, value $11,564,908.

    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 46,898 shares
    Change vs previous 13F -997 shares

    2.21% of the 13F portfolio, value $12,343,064.

    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 47,895 shares
    Change vs previous 13F -1,277 shares

    2.44% of the 13F portfolio, value $11,820,891.

    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 49,172 shares
    Change vs previous 13F +409 shares

    2.85% of the 13F portfolio, value $10,868,491.

    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 48,763 shares
    Change vs previous 13F -1,714 shares

    2.82% of the 13F portfolio, value $8,524,827.

    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 50,477 shares
    Change vs previous 13F -180 shares

    3.35% of the 13F portfolio, value $11,153,359.

    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 50,657 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $11,101,511.

    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).