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McNamara Financial Services, Inc.: AGGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McNamara Financial Services, Inc. on AGGY, newest first. How the timeline and the estimate are built.

McNamara Financial Services, Inc. held 13,021 AGGY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,021 shares
    Change vs previous 13F -139 shares

    0.1% of the 13F portfolio, value $566,153.

    13F-HR 0001951757-26-001022 filed by McNamara Financial Services, Inc.
    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 13,160 shares
    Change vs previous 13F +415 shares

    0.11% of the 13F portfolio, value $571,802.

    13F-HR 0001951757-26-000563 filed by McNamara Financial Services, Inc.
    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 12,745 shares
    Change vs previous 13F -20 shares

    0.11% of the 13F portfolio, value $561,416.

    13F-HR 0001951757-26-000270 filed by McNamara Financial Services, Inc.
    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 12,765 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $565,107.

    13F-HR 0001951757-25-001442 filed by McNamara Financial Services, Inc.
    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 12,759 shares
    Change vs previous 13F +5,749 shares

    0.11% of the 13F portfolio, value $556,675.

    13F-HR 0001951757-25-000966 filed by McNamara Financial Services, Inc.
    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 7,010 shares
    Change vs previous 13F -791 shares

    0.07% of the 13F portfolio, value $304,444.

    13F-HR 0001951757-25-000324 filed by McNamara Financial Services, Inc.
    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 7,801 shares
    Change vs previous 13F -1,197 shares

    0.08% of the 13F portfolio, value $334,819.

    13F-HR 0001951757-25-000127 filed by McNamara Financial Services, Inc.
    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 8,998 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $402,301.

    13F-HR 0001951757-24-001002 filed by McNamara Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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