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McNamara Financial Services, Inc.: CGMU position timeline

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

McNamara Financial Services, Inc. held 305,929 CGMU 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 305,929 shares
    Change vs previous 13F +46,418 shares

    1.45% of the 13F portfolio, value $8,403,870.

    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 259,511 shares
    Change vs previous 13F +2,342 shares

    1.33% of the 13F portfolio, value $7,045,724.

    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 257,169 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $7,041,287.

    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).