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Disclosery

McLean Asset Management Corp: TER position timeline

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

McLean Asset Management Corp held 1,062 TER 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 1,062 shares
    Change vs previous 13F -14 shares

    0.05% of the 13F portfolio, value $390,487.

    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 1,076 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $318,991.

    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 1,072 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $246,764.

    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).