Current Market Value 380,932,327
Current Holdings 161
Most Recent File Date 2025-07-03
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by McLean Asset Management Corp . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-03 2025-06-30 13F-HR 161 380,932
2025-04-09 2025-03-31 13F-HR 149 302,774
2025-01-22 2024-12-31 13F-HR 153 332,964
2024-10-07 2024-09-30 13F-HR 165 331,740
2024-07-12 2024-06-30 13F-HR 155 309,190
2024-04-10 2024-03-31 13F-HR 153 291,973
2024-01-08 2023-12-31 13F-HR 141 266,654
2023-10-12 2023-09-30 13F-HR 127 243,950
2023-07-10 2023-06-30 13F-HR 132 255,066
2023-04-11 2023-03-31 13F-HR 128 242,994
2023-01-19 2022-12-31 13F-HR 135 293,590
2022-10-12 2022-09-30 13F-HR 127 259,373
2022-07-07 2022-06-30 13F-HR 128 250,730
2022-04-08 2022-03-31 13F-HR 126 135,016
2022-01-14 2021-12-31 13F-HR 133 258,560
2021-10-27 2021-09-30 13F-HR 135 260,440
2021-07-19 2021-06-30 13F-HR 115 224,251
2021-04-28 2021-03-31 13F-HR 105 126,615
2021-01-27 2020-12-31 13F-HR 95 113,649