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Disclosery

McLean Asset Management Corp: MCO position timeline

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

McLean Asset Management Corp held 750 MCO 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 750 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $358,918.

    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 736 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $320,970.

    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 756 shares
    Change vs previous 13F -6 shares

    0.07% of the 13F portfolio, value $405,065.

    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 762 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $368,267.

    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 762 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $378,680.

    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 739 shares
    Change vs previous 13F -3 shares

    0.1% of the 13F portfolio, value $293,356.

    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 742 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $351,473.

    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 736 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $339,177.

    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).