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McNamara Financial Services, Inc.: BIL position timeline

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

McNamara Financial Services, Inc. held 382,700 BIL 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 382,700 shares
    Change vs previous 13F +5,728 shares

    6.05% of the 13F portfolio, value $35,070,587.

    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 376,972 shares
    Change vs previous 13F +54,413 shares

    6.54% of the 13F portfolio, value $34,545,679.

    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 322,559 shares
    Change vs previous 13F +2,140 shares

    5.59% of the 13F portfolio, value $29,475,435.

    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 320,419 shares
    Change vs previous 13F +18,816 shares

    5.46% of the 13F portfolio, value $29,398,429.

    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 301,603 shares
    Change vs previous 13F +31,916 shares

    5.48% of the 13F portfolio, value $27,666,022.

    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 269,687 shares
    Change vs previous 13F +101,044 shares

    5.32% of the 13F portfolio, value $24,738,432.

    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 168,643 shares
    Change vs previous 13F -1,560 shares

    3.63% of the 13F portfolio, value $15,419,045.

    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 170,203 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $15,626,336.

    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).