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Disclosery

McLean Asset Management Corp: MSFT position timeline

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

McLean Asset Management Corp held 13,125 MSFT 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 13,125 shares
    Change vs previous 13F +87 shares

    0.81% of the 13F portfolio, value $6,099,379.

    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 13,038 shares
    Change vs previous 13F -592 shares

    0.84% of the 13F portfolio, value $4,826,174.

    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 13,630 shares
    Change vs previous 13F -191 shares

    1.12% of the 13F portfolio, value $6,261,212.

    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 13,821 shares
    Change vs previous 13F +354 shares

    1.51% of the 13F portfolio, value $7,305,262.

    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 13,467 shares
    Change vs previous 13F +537 shares

    1.74% of the 13F portfolio, value $6,613,535.

    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 12,930 shares
    Change vs previous 13F -425 shares

    1.51% of the 13F portfolio, value $4,584,465.

    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 13,355 shares
    Change vs previous 13F +122 shares

    1.69% of the 13F portfolio, value $5,629,079.

    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 13,233 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $5,505,781.

    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).