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McNamara Financial Services, Inc.

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13F filer, CIK 1622431, MARSHFIELD, MA

McNamara Financial Services, Inc. reported $579,744,090 across 104 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-22. Its ten largest share positions make up 76.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-001022

Period
2026-06-30
Reported value
$580M
Holdings
104
Top 10 weight
76.49%
New
6
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+392,380$33.8M
CGMUadded+46,418$1.28M
SGOVadded+11,424$1.15M
MUNIadded+20,716$1.09M
PMBSadded+17,252$852K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JMSTreduced-110,170-$5.62M
SPDWreduced-5,985-$302K
VEAreduced-3,757-$268K
Texited-8,225-$238K
VTEBreduced-3,385-$171K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001951757-26-001022, largest first. % of portfolio is the value over $579,744,090, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,205,218 shares; 2024Q4: 2,078,553 shares; 2025Q1: 2,200,799 shares; 2025Q2: 2,177,842 shares; 2025Q3: 2,173,193 shares; 2025Q4: 2,147,540 shares; 2026Q1: 2,096,149 shares; 2026Q2: 2,090,164 shares 2,090,164$105M18.17%-5,985Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,873 shares; 2024Q4: 224,288 shares; 2025Q1: 232,705 shares; 2025Q2: 232,356 shares; 2025Q3: 231,297 shares; 2025Q4: 122,150 shares; 2026Q1: 121,861 shares; 2026Q2: 121,796 shares 121,796$91.2M15.73%-65Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893,756 shares; 2024Q4: 817,092 shares; 2025Q1: 862,674 shares; 2025Q2: 858,301 shares; 2025Q3: 856,227 shares; 2025Q4: 869,793 shares; 2026Q1: 865,271 shares; 2026Q2: 865,525 shares 865,525$44.8M7.73%+254Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,926 shares; 2024Q4: 1,837 shares; 2025Q1: 1,518 shares; 2025Q2: 1,431 shares; 2025Q3: 1,430 shares; 2025Q4: 76,072 shares; 2026Q1: 77,560 shares; 2026Q2: 469,940 shares 469,940$40.5M6.98%+392,380Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,203 shares; 2024Q4: 168,643 shares; 2025Q1: 269,687 shares; 2025Q2: 301,603 shares; 2025Q3: 320,419 shares; 2025Q4: 322,559 shares; 2026Q1: 376,972 shares; 2026Q2: 382,700 shares 382,700$35.1M6.05%+5,728Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 568,701 shares; 2026Q1: 567,807 shares; 2026Q2: 573,157 shares 573,157$34.8M6.01%+5,350Timeline
FMDEFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 769,214 shares; 2026Q1: 769,031 shares; 2026Q2: 773,260 shares 773,260$31.4M5.41%+4,229Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,503 shares; 2024Q4: not reported; 2025Q1: 5,547 shares; 2025Q2: not reported; 2025Q3: 3,604 shares; 2025Q4: 286,036 shares; 2026Q1: 283,492 shares; 2026Q2: 283,052 shares 283,052$23.3M4.02%-440Timeline
PMBSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435,160 shares; 2026Q1: 444,488 shares; 2026Q2: 461,740 shares 461,740$22.8M3.93%+17,252Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,361 shares; 2024Q4: 168,332 shares; 2025Q1: 181,018 shares; 2025Q2: 170,069 shares; 2025Q3: 174,277 shares; 2025Q4: 123,713 shares; 2026Q1: 133,225 shares; 2026Q2: 132,166 shares 132,166$14.2M2.45%-1,059Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,742 shares; 2025Q1: 13,541 shares; 2025Q2: 24,343 shares; 2025Q3: 32,780 shares; 2025Q4: 59,443 shares; 2026Q1: 74,430 shares; 2026Q2: 85,854 shares 85,854$8.64M1.49%+11,424Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257,169 shares; 2026Q1: 259,511 shares; 2026Q2: 305,929 shares 305,929$8.4M1.45%+46,418Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,010 shares; 2024Q4: 5,694 shares; 2025Q1: 5,935 shares; 2025Q2: 5,807 shares; 2025Q3: 5,536 shares; 2025Q4: 135,973 shares; 2026Q1: 138,015 shares; 2026Q2: 158,731 shares 158,731$8.35M1.44%+20,716Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,139 shares; 2024Q4: 127,290 shares; 2025Q1: 132,040 shares; 2025Q2: 127,744 shares; 2025Q3: 126,702 shares; 2025Q4: 114,349 shares; 2026Q1: 112,101 shares; 2026Q2: 108,344 shares 108,344$7.72M1.33%-3,757Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,514 shares; 2024Q4: 109,259 shares; 2025Q1: 110,909 shares; 2025Q2: 136,055 shares; 2025Q3: 137,733 shares; 2025Q4: 126,709 shares; 2026Q1: 132,132 shares; 2026Q2: 128,747 shares 128,747$6.51M1.12%-3,385Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,919 shares; 2024Q4: 102,563 shares; 2025Q1: 104,829 shares; 2025Q2: 103,720 shares; 2025Q3: 102,843 shares; 2025Q4: 96,630 shares; 2026Q1: 94,943 shares; 2026Q2: 93,210 shares 93,210$5.56M0.96%-1,733Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,984 shares; 2024Q4: 46,059 shares; 2025Q1: 46,820 shares; 2025Q2: 46,442 shares; 2025Q3: 46,807 shares; 2025Q4: 48,534 shares; 2026Q1: 49,477 shares; 2026Q2: 49,407 shares 49,407$5.26M0.91%-70Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,483 shares; 2024Q4: 158,737 shares; 2025Q1: 155,814 shares; 2025Q2: 154,384 shares; 2025Q3: 153,785 shares; 2025Q4: 49,869 shares; 2026Q1: 49,748 shares; 2026Q2: 49,792 shares 49,792$4.38M0.75%+44Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,736 shares; 2024Q4: 37,439 shares; 2025Q1: 36,665 shares; 2025Q2: 35,742 shares; 2025Q3: 36,245 shares; 2025Q4: 18,498 shares; 2026Q1: 18,122 shares; 2026Q2: 18,046 shares 18,046$4.27M0.74%-76Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,298,957 shares; 2024Q4: 1,266,493 shares; 2025Q1: 1,373,995 shares; 2025Q2: 1,386,530 shares; 2025Q3: 1,410,771 shares; 2025Q4: 136,935 shares; 2026Q1: 146,514 shares; 2026Q2: 145,679 shares 145,679$3.72M0.64%-835Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,101 shares; 2024Q4: 27,570 shares; 2025Q1: 27,547 shares; 2025Q2: 28,374 shares; 2025Q3: 28,178 shares; 2025Q4: 11,485 shares; 2026Q1: 11,116 shares; 2026Q2: 10,977 shares 10,977$3.33M0.57%-139Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,912 shares; 2024Q4: 7,429 shares; 2025Q1: 7,288 shares; 2025Q2: 7,387 shares; 2025Q3: 7,326 shares; 2025Q4: 6,793 shares; 2026Q1: 6,750 shares; 2026Q2: 6,785 shares 6,785$2.78M0.48%+35Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 116,873 shares; 2025Q1: 125,750 shares; 2025Q2: 140,310 shares; 2025Q3: 143,170 shares; 2025Q4: 160,095 shares; 2026Q1: 164,302 shares; 2026Q2: 54,132 shares 54,132$2.76M0.48%-110,170Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,407 shares; 2024Q4: 12,683 shares; 2025Q1: 14,253 shares; 2025Q2: 17,299 shares; 2025Q3: 17,190 shares; 2025Q4: 16,752 shares; 2026Q1: 16,653 shares; 2026Q2: 16,453 shares 16,453$2.6M0.45%-200Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,500 shares; 2024Q4: not reported; 2025Q1: 15,542 shares; 2025Q2: 15,018 shares; 2025Q3: 15,018 shares; 2025Q4: 15,018 shares; 2026Q1: 13,402 shares; 2026Q2: 12,957 shares 12,957$2.59M0.45%-445Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,891 shares; 2024Q4: 30,147 shares; 2025Q1: 44,961 shares; 2025Q2: 50,456 shares; 2025Q3: 51,951 shares; 2025Q4: 17,813 shares; 2026Q1: 17,348 shares; 2026Q2: 17,051 shares 17,051$2.53M0.44%-297Timeline
CGNGCAPITAL GROUP NEW GEOGRAPHYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,140 shares; 2025Q1: 42,152 shares; 2025Q2: 57,121 shares; 2025Q3: 58,356 shares; 2025Q4: 59,236 shares; 2026Q1: 56,841 shares; 2026Q2: 63,070 shares 63,070$2.36M0.41%+6,229Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,342 shares; 2024Q4: 40,339 shares; 2025Q1: 42,469 shares; 2025Q2: 43,571 shares; 2025Q3: 43,041 shares; 2025Q4: 41,569 shares; 2026Q1: 41,093 shares; 2026Q2: 39,759 shares 39,759$2.15M0.37%-1,334Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,827 shares; 2024Q4: 56,983 shares; 2025Q1: 64,378 shares; 2025Q2: 59,570 shares; 2025Q3: 59,567 shares; 2025Q4: 58,517 shares; 2026Q1: 55,086 shares; 2026Q2: 55,372 shares 55,372$1.94M0.33%+286Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464,991 shares; 2024Q4: 444,792 shares; 2025Q1: 444,075 shares; 2025Q2: 446,464 shares; 2025Q3: 450,315 shares; 2025Q4: 34,770 shares; 2026Q1: 33,887 shares; 2026Q2: 33,296 shares 33,296$1.92M0.33%-591Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,176 shares; 2024Q4: 4,329 shares; 2025Q1: 6,002 shares; 2025Q2: 6,004 shares; 2025Q3: 6,006 shares; 2025Q4: 6,058 shares; 2026Q1: 6,060 shares; 2026Q2: 6,515 shares 6,515$1.89M0.33%+455Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,029 shares; 2024Q4: 54,142 shares; 2025Q1: 101,335 shares; 2025Q2: 109,456 shares; 2025Q3: 113,290 shares; 2025Q4: 114,613 shares; 2026Q1: 104,868 shares; 2026Q2: 106,904 shares 106,904$1.7M0.29%+2,036Timeline
TFLRT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,507 shares; 2025Q2: 27,710 shares; 2025Q3: 28,958 shares; 2025Q4: 29,994 shares; 2026Q1: 32,170 shares; 2026Q2: 33,156 shares 33,156$1.67M0.29%+986Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,921 shares; 2024Q4: 42,773 shares; 2025Q1: 51,161 shares; 2025Q2: 48,706 shares; 2025Q3: 50,271 shares; 2025Q4: 52,185 shares; 2026Q1: 53,312 shares; 2026Q2: 54,011 shares 54,011$1.56M0.27%+699Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,274 shares; 2024Q4: 28,637 shares; 2025Q1: 34,954 shares; 2025Q2: 37,325 shares; 2025Q3: 36,974 shares; 2025Q4: 38,908 shares; 2026Q1: 38,665 shares; 2026Q2: 38,802 shares 38,802$1.55M0.27%+137Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,798 shares; 2024Q4: 7,226 shares; 2025Q1: 7,116 shares; 2025Q2: 6,989 shares; 2025Q3: 6,957 shares; 2025Q4: 6,779 shares; 2026Q1: 6,557 shares; 2026Q2: 6,266 shares 6,266$1.52M0.26%-291Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,473 shares; 2024Q4: 57,290 shares; 2025Q1: 63,908 shares; 2025Q2: 64,444 shares; 2025Q3: 67,238 shares; 2025Q4: 69,923 shares; 2026Q1: 73,944 shares; 2026Q2: 75,977 shares 75,977$1.44M0.25%+2,033Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,429 shares; 2024Q4: 13,166 shares; 2025Q1: 13,720 shares; 2025Q2: 13,648 shares; 2025Q3: 13,642 shares; 2025Q4: 13,411 shares; 2026Q1: 13,736 shares; 2026Q2: 13,771 shares 13,771$1.33M0.23%+35Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,750 shares; 2024Q4: 12,045 shares; 2025Q1: 11,216 shares; 2025Q2: 14,140 shares; 2025Q3: 13,682 shares; 2025Q4: 13,466 shares; 2026Q1: 13,221 shares; 2026Q2: 12,884 shares 12,884$1.27M0.22%-337Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,309 shares; 2024Q4: not reported; 2025Q1: 9,386 shares; 2025Q2: 9,386 shares; 2025Q3: 8,886 shares; 2025Q4: 8,886 shares; 2026Q1: 8,886 shares; 2026Q2: 8,886 shares 8,886$1.2M0.21%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 3,315 shares; 2026Q1: 3,157 shares; 2026Q2: 3,157 shares 3,157$1.18M0.2%0Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,247 shares; 2024Q4: 7,222 shares; 2025Q1: 16,185 shares; 2025Q2: 14,484 shares; 2025Q3: 15,143 shares; 2025Q4: 15,542 shares; 2026Q1: 16,624 shares; 2026Q2: 17,101 shares 17,101$1.15M0.2%+477Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,956 shares; 2024Q4: 15,308 shares; 2025Q1: 31,169 shares; 2025Q2: 39,307 shares; 2025Q3: 40,189 shares; 2025Q4: 40,071 shares; 2026Q1: 41,582 shares; 2026Q2: 42,882 shares 42,882$1.09M0.19%+1,300Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,034 shares; 2024Q4: 68,758 shares; 2025Q1: 44,035 shares; 2025Q2: 44,754 shares; 2025Q3: 45,854 shares; 2025Q4: 46,127 shares; 2026Q1: 48,008 shares; 2026Q2: 49,473 shares 49,473$1.03M0.18%+1,465Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,021 shares; 2025Q1: 2,839 shares; 2025Q2: 3,374 shares; 2025Q3: 3,296 shares; 2025Q4: 3,259 shares; 2026Q1: 3,253 shares; 2026Q2: 3,129 shares 3,129$958K0.17%-124Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 807 shares 807$948K0.16%0Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,138 shares; 2024Q4: 15,953 shares; 2025Q1: 19,200 shares; 2025Q2: 20,473 shares; 2025Q3: 20,462 shares; 2025Q4: 20,122 shares; 2026Q1: 19,982 shares; 2026Q2: 19,910 shares 19,910$845K0.15%-72Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 2,555 shares; 2025Q1: 2,552 shares; 2025Q2: 2,504 shares; 2025Q3: 2,495 shares; 2025Q4: 2,376 shares; 2026Q1: 2,262 shares; 2026Q2: 2,179 shares 2,179$797K0.14%-83Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,989 shares; 2024Q4: 3,837 shares; 2025Q1: 5,649 shares; 2025Q2: 5,649 shares; 2025Q3: 5,649 shares; 2025Q4: 5,649 shares; 2026Q1: 5,570 shares; 2026Q2: 5,612 shares 5,612$767K0.13%+42Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,651 shares; 2024Q4: 23,934 shares; 2025Q1: 15,036 shares; 2025Q2: 15,335 shares; 2025Q3: 15,799 shares; 2025Q4: 16,321 shares; 2026Q1: 17,252 shares; 2026Q2: 17,688 shares 17,688$750K0.13%+436Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,520 shares; 2024Q4: not reported; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares; 2026Q2: 1,520 shares 1,520$747K0.13%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,520 shares; 2024Q4: not reported; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 1,938 shares; 2026Q1: 1,938 shares; 2026Q2: 1,938 shares 1,938$732K0.13%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,232 shares; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares; 2025Q4: 2,214 shares; 2026Q1: 2,192 shares; 2026Q2: 2,192 shares 2,192$718K0.12%0Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,336 shares; 2024Q4: 4,117 shares; 2025Q1: 3,744 shares; 2025Q2: 3,634 shares; 2025Q3: 3,616 shares; 2025Q4: 3,778 shares; 2026Q1: 3,731 shares; 2026Q2: 3,528 shares 3,528$697K0.12%-203Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,629 shares; 2024Q4: 1,255 shares; 2025Q1: 1,518 shares; 2025Q2: 1,518 shares; 2025Q3: 1,379 shares; 2025Q4: 1,385 shares; 2026Q1: 1,331 shares; 2026Q2: 5,324 shares 5,324$661K0.11%+3,993Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,086 shares; 2024Q4: not reported; 2025Q1: 22,794 shares; 2025Q2: 10,271 shares; 2025Q3: 14,829 shares; 2025Q4: 14,829 shares; 2026Q1: 15,055 shares; 2026Q2: 17,399 shares 17,399$660K0.11%+2,344Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,764 shares; 2024Q4: not reported; 2025Q1: 2,764 shares; 2025Q2: 2,764 shares; 2025Q3: 2,764 shares; 2025Q4: 2,764 shares; 2026Q1: 2,764 shares; 2026Q2: 2,764 shares 2,764$659K0.11%0Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623,893 shares; 2024Q4: 458,070 shares; 2025Q1: 485,413 shares; 2025Q2: 490,991 shares; 2025Q3: 499,598 shares; 2025Q4: 13,512 shares; 2026Q1: 15,314 shares; 2026Q2: 16,588 shares 16,588$655K0.11%+1,274Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,110 shares; 2024Q4: 10,023 shares; 2025Q1: 10,214 shares; 2025Q2: 10,214 shares; 2025Q3: 11,337 shares; 2025Q4: 11,337 shares; 2026Q1: 11,337 shares; 2026Q2: 11,609 shares 11,609$626K0.11%+272Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,981 shares; 2024Q4: 9,422 shares; 2025Q1: 9,510 shares; 2025Q2: 9,081 shares; 2025Q3: 9,039 shares; 2025Q4: 8,311 shares; 2026Q1: 7,997 shares; 2026Q2: 7,428 shares 7,428$615K0.11%-569Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 797 shares; 2026Q2: 798 shares 798$596K0.1%+1Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,998 shares; 2024Q4: 7,801 shares; 2025Q1: 7,010 shares; 2025Q2: 12,759 shares; 2025Q3: 12,765 shares; 2025Q4: 12,745 shares; 2026Q1: 13,160 shares; 2026Q2: 13,021 shares 13,021$566K0.1%-139Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,290 shares; 2024Q4: 1,990 shares; 2025Q1: 2,265 shares; 2025Q2: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 2,190 shares; 2026Q1: 2,190 shares; 2026Q2: 2,200 shares 2,200$559K0.1%+10Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: 2,144 shares; 2025Q1: 2,368 shares; 2025Q2: 2,325 shares; 2025Q3: 2,300 shares; 2025Q4: 2,361 shares; 2026Q1: 2,246 shares; 2026Q2: 2,246 shares 2,246$544K0.09%0Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,946 shares; 2024Q4: not reported; 2025Q1: 21,253 shares; 2025Q2: 11,738 shares; 2025Q3: 12,232 shares; 2025Q4: 15,110 shares; 2026Q1: 13,930 shares; 2026Q2: 12,731 shares 12,731$539K0.09%-1,199Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,010 shares; 2024Q4: 9,057 shares; 2025Q1: 11,032 shares; 2025Q2: 13,757 shares; 2025Q3: 14,040 shares; 2025Q4: 13,180 shares; 2026Q1: 13,117 shares; 2026Q2: 12,869 shares 12,869$524K0.09%-248Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200$520K0.09%0Timeline
NUAGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,210 shares; 2024Q4: 16,531 shares; 2025Q1: 16,083 shares; 2025Q2: 23,786 shares; 2025Q3: 23,922 shares; 2025Q4: 23,730 shares; 2026Q1: 24,387 shares; 2026Q2: 24,009 shares 24,009$505K0.09%-378Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 759 shares; 2026Q1: 1,327 shares; 2026Q2: 1,327 shares 1,327$495K0.09%0Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,999 shares; 2024Q4: 7,909 shares; 2025Q1: 9,691 shares; 2025Q2: 11,383 shares; 2025Q3: 11,383 shares; 2025Q4: 9,323 shares; 2026Q1: 9,198 shares; 2026Q2: 9,211 shares 9,211$480K0.08%+13Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,190 shares 1,190$473K0.08%-82Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460 shares; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460$465K0.08%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: 1,946 shares; 2025Q2: 1,946 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares; 2026Q1: 1,599 shares; 2026Q2: 1,557 shares 1,557$464K0.08%-42Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950 shares; 2026Q2: 950 shares 950$460K0.08%0Timeline
JMSIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,300 shares; 2025Q3: 11,579 shares; 2025Q4: 11,579 shares; 2026Q1: 8,062 shares; 2026Q2: 9,081 shares 9,081$458K0.08%+1,019Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,998 shares; 2025Q2: 4,493 shares; 2025Q3: 7,756 shares; 2025Q4: 4,493 shares; 2026Q1: 4,493 shares; 2026Q2: 4,493 shares 4,493$453K0.08%0Timeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,749 shares; 2026Q1: 8,605 shares; 2026Q2: 8,628 shares 8,628$450K0.08%+23Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,128 shares; 2024Q4: 2,208 shares; 2025Q1: 3,045 shares; 2025Q2: 3,045 shares; 2025Q3: 3,045 shares; 2025Q4: 3,045 shares; 2026Q1: 3,045 shares; 2026Q2: 3,045 shares 3,045$447K0.08%0Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,866 shares; 2024Q4: not reported; 2025Q1: 13,120 shares; 2025Q2: 6,494 shares; 2025Q3: 6,251 shares; 2025Q4: 8,027 shares; 2026Q1: 8,145 shares; 2026Q2: 9,000 shares 9,000$444K0.08%+855Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,414 shares; 2024Q4: not reported; 2025Q1: 12,383 shares; 2025Q2: 6,600 shares; 2025Q3: 6,354 shares; 2025Q4: 7,543 shares; 2026Q1: 10,159 shares; 2026Q2: 9,202 shares 9,202$434K0.07%-957Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,566 shares; 2026Q1: 3,566 shares; 2026Q2: 3,566 shares 3,566$419K0.07%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,184 shares; 2026Q2: 1,184 shares 1,184$418K0.07%0Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,251 shares; 2024Q4: not reported; 2025Q1: 2,251 shares; 2025Q2: 2,251 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares; 2026Q2: 2,251 shares 2,251$402K0.07%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,910 shares; 2024Q4: 2,757 shares; 2025Q1: 1,985 shares; 2025Q2: 1,960 shares; 2025Q3: 1,911 shares; 2025Q4: 1,892 shares; 2026Q1: 1,866 shares; 2026Q2: 1,793 shares 1,793$391K0.07%-73Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,607 shares; 2024Q4: not reported; 2025Q1: 2,660 shares; 2025Q2: 3,037 shares; 2025Q3: 3,099 shares; 2025Q4: 3,478 shares; 2026Q1: 3,651 shares; 2026Q2: 3,734 shares 3,734$364K0.06%+83Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,138 shares; 2024Q4: not reported; 2025Q1: 2,178 shares; 2025Q2: 2,233 shares; 2025Q3: 2,009 shares; 2025Q4: 2,232 shares; 2026Q1: 2,243 shares; 2026Q2: 2,276 shares 2,276$357K0.06%+33Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915 shares; 2024Q4: 915 shares; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares; 2026Q2: 1,830 shares 1,830$349K0.06%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041 shares; 2024Q4: 2,082 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,568 shares; 2026Q1: not reported; 2026Q2: 1,012 shares 1,012$345K0.06%newTimeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600$334K0.06%0Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 535 shares 535$334K0.06%newTimeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,179 shares; 2024Q4: not reported; 2025Q1: 4,911 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 4,720 shares; 2026Q1: 4,545 shares; 2026Q2: 4,499 shares 4,499$329K0.06%-46Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 516 shares; 2025Q1: 491 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 480 shares; 2026Q1: 470 shares; 2026Q2: 477 shares 477$328K0.06%+7Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,155 shares; 2024Q4: not reported; 2025Q1: 5,722 shares; 2025Q2: 5,722 shares; 2025Q3: 5,722 shares; 2025Q4: 5,722 shares; 2026Q1: 5,722 shares; 2026Q2: 5,722 shares 5,722$326K0.06%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,558 shares; 2025Q1: 1,657 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,350 shares; 2026Q1: 1,325 shares; 2026Q2: 1,324 shares 1,324$293K0.05%-1Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 3,440 shares; 2025Q1: 3,189 shares; 2025Q2: 2,999 shares; 2025Q3: 3,135 shares; 2025Q4: 2,975 shares; 2026Q1: 3,048 shares; 2026Q2: 3,032 shares 3,032$292K0.05%-16Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 387 shares 387$280K0.05%newTimeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,029 shares; 2024Q4: 5,879 shares; 2025Q1: 4,032 shares; 2025Q2: 3,949 shares; 2025Q3: 3,798 shares; 2025Q4: 3,589 shares; 2026Q1: 3,589 shares; 2026Q2: 3,548 shares 3,548$268K0.05%-41Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,489 shares; 2024Q4: 8,139 shares; 2025Q1: 8,402 shares; 2025Q2: 9,273 shares; 2025Q3: 9,255 shares; 2025Q4: 4,971 shares; 2026Q1: 4,944 shares; 2026Q2: 4,769 shares 4,769$257K0.04%-175Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,817 shares; 2024Q4: not reported; 2025Q1: 2,576 shares; 2025Q2: 2,576 shares; 2025Q3: 2,576 shares; 2025Q4: 2,576 shares; 2026Q1: 2,576 shares; 2026Q2: 2,576 shares 2,576$236K0.04%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,906 shares; 2024Q4: not reported; 2025Q1: 2,680 shares; 2025Q2: 2,754 shares; 2025Q3: 2,784 shares; 2025Q4: 2,818 shares; 2026Q1: 2,993 shares; 2026Q2: 3,023 shares 3,023$236K0.04%+30Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: not reported; 2026Q2: 2,775 shares 2,775$224K0.04%newTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,576 shares 1,576$220K0.04%newTimeline
HIFSHINGHAM INSTN SVGS MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 675 shares 675$207K0.04%newTimeline
DXLGDESTINATION XL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,867 shares; 2024Q4: 13,867 shares; 2025Q1: 13,867 shares; 2025Q2: 13,867 shares; 2025Q3: 13,867 shares; 2025Q4: 13,867 shares; 2026Q1: 13,867 shares; 2026Q2: 13,867 shares 13,867$9.29K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TAT&T INC8,225$238Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-001022 base2026-07-22acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001951757-26-001022 Quarter ended 2026-06-302026-07-22acceptance time not in the bulk data set
13F-HR 0001951757-26-000563 Quarter ended 2026-03-312026-04-09acceptance time not in the bulk data set
13F-HR 0001951757-26-000270 Quarter ended 2025-12-312026-01-21acceptance time not in the bulk data set
13F-HR 0001951757-25-001442 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001951757-25-000966 Quarter ended 2025-06-302025-07-25acceptance time not in the bulk data set
13F-HR 0001951757-25-000324 Quarter ended 2025-03-312025-04-11acceptance time not in the bulk data set
13F-HR 0001951757-25-000127 Quarter ended 2024-12-312025-01-24acceptance time not in the bulk data set
13F-HR 0001951757-24-001002 Quarter ended 2024-09-302024-10-10acceptance time not in the bulk data set
13F-HR 0001951757-24-000610 Quarter ended 2024-06-302024-08-02acceptance time not in the bulk data set
13F-HR 0001951757-24-000283 Quarter ended 2024-03-312024-04-15acceptance time not in the bulk data set
13F-HR 0001951757-24-000133 Quarter ended 2023-12-312024-01-29acceptance time not in the bulk data set
13F-HR 0001951757-23-000530 Quarter ended 2023-09-302023-10-10acceptance time not in the bulk data set
13F-HR 0001951757-23-000409 Quarter ended 2023-06-302023-07-20acceptance time not in the bulk data set
13F-HR 0001951757-23-000138 Quarter ended 2023-03-312023-04-10acceptance time not in the bulk data set
13F-HR 0001951757-23-000034 Quarter ended 2022-12-312023-01-20acceptance time not in the bulk data set
13F-HR 0001622431-22-000002 Quarter ended 2022-09-302022-10-28acceptance time not in the bulk data set
13F-HR 0001606587-22-001301 Quarter ended 2022-06-302022-07-13acceptance time not in the bulk data set
13F-HR 0001606587-22-000846 Quarter ended 2022-03-312022-05-02acceptance time not in the bulk data set
13F-HR 0001606587-22-000080 Quarter ended 2021-12-312022-01-24acceptance time not in the bulk data set
13F-HR 0001606587-21-001380 Quarter ended 2021-09-302021-10-22acceptance time not in the bulk data set
13F-HR 0001606587-21-001018 Quarter ended 2021-06-302021-08-04acceptance time not in the bulk data set
13F-HR 0001606587-21-000591 Quarter ended 2021-03-312021-05-05acceptance time not in the bulk data set
13F-HR 0001606587-21-000253 Quarter ended 2020-12-312021-02-09acceptance time not in the bulk data set
13F-HR 0001606587-20-001011 Quarter ended 2020-09-302020-10-13acceptance time not in the bulk data set
13F-HR 0001606587-20-000900 Quarter ended 2020-06-302020-08-10acceptance time not in the bulk data set
13F-HR 0001606587-20-000366 Quarter ended 2020-03-312020-04-17acceptance time not in the bulk data set
13F-HR 0001606587-20-000081 Quarter ended 2019-12-312020-01-22acceptance time not in the bulk data set
13F-HR 0001606587-19-000883 Quarter ended 2019-09-302019-10-18acceptance time not in the bulk data set
13F-HR 0001606587-19-000607 Quarter ended 2019-06-302019-07-12acceptance time not in the bulk data set
13F-HR 0001606587-19-000315 Quarter ended 2019-03-312019-04-09acceptance time not in the bulk data set
13F-HR 0001606587-19-000023 Quarter ended 2018-12-312019-01-14acceptance time not in the bulk data set
13F-HR 0001606587-18-000714 Quarter ended 2018-09-302018-10-10acceptance time not in the bulk data set
13F-HR 0001606587-18-000496 Quarter ended 2018-06-302018-07-13acceptance time not in the bulk data set
13F-HR 0001606587-18-000272 Quarter ended 2018-03-312018-04-09acceptance time not in the bulk data set
13F-HR 0001606587-18-000027 Quarter ended 2017-12-312018-01-16acceptance time not in the bulk data set
13F-HR 0001606587-17-000551 Quarter ended 2017-09-302017-10-12acceptance time not in the bulk data set
13F-HR 0001606587-17-000371 Quarter ended 2017-06-302017-07-10acceptance time not in the bulk data set
13F-HR 0001606587-17-000250 Quarter ended 2017-03-312017-05-01acceptance time not in the bulk data set
13F-HR 0001606587-17-000010 Quarter ended 2016-12-312017-01-12acceptance time not in the bulk data set
13F-HR 0001606587-16-000796 Quarter ended 2016-09-302016-10-21acceptance time not in the bulk data set
13F-HR 0001606587-16-000693 Quarter ended 2016-06-302016-08-03acceptance time not in the bulk data set
13F-HR 0001606587-16-000529 Quarter ended 2016-03-312016-04-13acceptance time not in the bulk data set
13F-HR/A 0001622431-16-000007 Quarter ended 2014-12-312016-02-12acceptance time not in the bulk data set
13F-HR/A 0001622431-16-000008 Quarter ended 2015-03-312016-02-12acceptance time not in the bulk data set
13F-HR/A 0001622431-16-000011 Quarter ended 2015-12-312016-02-12acceptance time not in the bulk data set
13F-HR/A 0001622431-16-000010 Quarter ended 2015-09-302016-02-12acceptance time not in the bulk data set
13F-HR/A 0001622431-16-000009 Quarter ended 2015-06-302016-02-12acceptance time not in the bulk data set
13F-HR 0001606587-16-000353 Quarter ended 2015-12-312016-01-27acceptance time not in the bulk data set
13F-HR 0001622431-15-000005 Quarter ended 2015-09-302015-11-12acceptance time not in the bulk data set
13F-HR 0001622431-15-000003 Quarter ended 2015-06-302015-08-10acceptance time not in the bulk data set
13F-HR 0001622431-15-000002 Quarter ended 2015-03-312015-04-28acceptance time not in the bulk data set
13F-HR 0001622431-15-000001 Quarter ended 2014-12-312015-02-24acceptance time not in the bulk data set