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Disclosery

McLean Asset Management Corp: REET position timeline

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

McLean Asset Management Corp held 12,350 REET 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 12,350 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $350,495.

    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 12,400 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $311,852.

    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 12,406 shares
    Change vs previous 13F +33 shares

    0.06% of the 13F portfolio, value $316,717.

    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 12,373 shares
    Change vs previous 13F -9,676 shares

    0.07% of the 13F portfolio, value $315,638.

    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 22,049 shares
    Change vs previous 13F -188 shares

    0.14% of the 13F portfolio, value $548,581.

    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 22,237 shares
    Change vs previous 13F +399 shares

    0.16% of the 13F portfolio, value $480,099.

    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 21,838 shares
    Change vs previous 13F +91 shares

    0.16% of the 13F portfolio, value $523,456.

    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 21,747 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $568,683.

    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).