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Disclosery

McLean Asset Management Corp: IWN position timeline

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

McLean Asset Management Corp held 29,030 IWN 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 29,030 shares
    Change vs previous 13F -669 shares

    0.85% of the 13F portfolio, value $6,422,546.

    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 29,699 shares
    Change vs previous 13F -51 shares

    0.99% of the 13F portfolio, value $5,630,589.

    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 29,750 shares
    Change vs previous 13F -378 shares

    1.03% of the 13F portfolio, value $5,762,780.

    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 30,128 shares
    Change vs previous 13F -22 shares

    1.12% of the 13F portfolio, value $5,416,970.

    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 30,150 shares
    Change vs previous 13F +1,998 shares

    1.3% of the 13F portfolio, value $4,937,434.

    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 28,152 shares
    Change vs previous 13F -1,387 shares

    1.23% of the 13F portfolio, value $3,711,624.

    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 29,539 shares
    Change vs previous 13F +262 shares

    1.46% of the 13F portfolio, value $4,849,430.

    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 29,277 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,832,196.

    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).