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Disclosery

McLean Asset Management Corp: SPHD position timeline

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

McLean Asset Management Corp held 18,145 SPHD 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 18,145 shares
    Change vs previous 13F -676 shares

    0.13% of the 13F portfolio, value $949,891.

    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 18,821 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $933,710.

    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 18,821 shares
    Change vs previous 13F -832 shares

    0.17% of the 13F portfolio, value $929,946.

    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 19,653 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $967,714.

    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 19,653 shares
    Change vs previous 13F +219 shares

    0.25% of the 13F portfolio, value $955,725.

    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 19,434 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $862,287.

    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 19,434 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $938,857.

    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 19,434 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $977,142.

    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).