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Disclosery

McLean Asset Management Corp: SPY position timeline

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

McLean Asset Management Corp held 18,790 SPY 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 18,790 shares
    Change vs previous 13F -234 shares

    1.86% of the 13F portfolio, value $14,037,004.

    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 19,024 shares
    Change vs previous 13F -5 shares

    2.16% of the 13F portfolio, value $12,372,161.

    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 19,029 shares
    Change vs previous 13F -23 shares

    2.35% of the 13F portfolio, value $13,136,980.

    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 19,052 shares
    Change vs previous 13F -2,648 shares

    2.64% of the 13F portfolio, value $12,795,665.

    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 21,700 shares
    Change vs previous 13F -346 shares

    3.53% of the 13F portfolio, value $13,464,043.

    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 22,046 shares
    Change vs previous 13F +339 shares

    3.62% of the 13F portfolio, value $10,945,416.

    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 21,707 shares
    Change vs previous 13F -92 shares

    3.82% of the 13F portfolio, value $12,721,869.

    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 21,799 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $12,490,430.

    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).