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MCMORGAN & CO LLC: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCMORGAN & CO LLC on OEF, newest first. How the timeline and the estimate are built.

MCMORGAN & CO LLC held 740 OEF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 740 shares
    Change vs previous 13F -10,142 shares

    0.04% of the 13F portfolio, value $270,744.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO LLC
    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 10,882 shares
    Change vs previous 13F -22,438 shares

    0.56% of the 13F portfolio, value $3,461,484.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO LLC
    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 33,320 shares
    Change vs previous 13F -835 shares

    1.89% of the 13F portfolio, value $11,428,084.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO LLC
    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 34,155 shares
    Change vs previous 13F -6,843 shares

    1.75% of the 13F portfolio, value $11,368,318.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO LLC
    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 40,998 shares
    Change vs previous 13F -395 shares

    1.84% of the 13F portfolio, value $12,477,887.

    13F-HR 0001162695-25-000003 filed by MCMORGAN & CO LLC
    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 41,393 shares
    Change vs previous 13F +19,154 shares

    1.79% of the 13F portfolio, value $11,210,410.

    13F-HR 0001162695-25-000002 filed by MCMORGAN & CO LLC
    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 22,239 shares
    Change vs previous 13F -1,401 shares

    0.99% of the 13F portfolio, value $6,423,909.

    13F-HR 0001162695-25-000001 filed by MCMORGAN & CO LLC
    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 23,640 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $6,542,473.

    13F-HR 0001162695-24-000006 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).