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McLean Asset Management Corp: SCZ position timeline

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

McLean Asset Management Corp held 7,233 SCZ 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 7,233 shares
    Change vs previous 13F -3,196 shares

    0.08% of the 13F portfolio, value $606,816.

    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 10,429 shares
    Change vs previous 13F -2,411 shares

    0.14% of the 13F portfolio, value $817,775.

    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 12,840 shares
    Change vs previous 13F -2,590 shares

    0.18% of the 13F portfolio, value $1,030,572.

    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 15,430 shares
    Change vs previous 13F -4,512 shares

    0.25% of the 13F portfolio, value $1,199,708.

    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 19,942 shares
    Change vs previous 13F +2,324 shares

    0.38% of the 13F portfolio, value $1,451,204.

    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 17,618 shares
    Change vs previous 13F +4,244 shares

    0.34% of the 13F portfolio, value $1,014,800.

    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 13,374 shares
    Change vs previous 13F -10,676 shares

    0.24% of the 13F portfolio, value $812,452.

    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 24,050 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,605,846.

    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).