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McNamara Financial Services, Inc.: CGNG position timeline

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

McNamara Financial Services, Inc. held 63,070 CGNG 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 63,070 shares
    Change vs previous 13F +6,229 shares

    0.41% of the 13F portfolio, value $2,362,602.

    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 56,841 shares
    Change vs previous 13F -2,395 shares

    0.34% of the 13F portfolio, value $1,794,470.

    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 59,236 shares
    Change vs previous 13F +880 shares

    0.36% of the 13F portfolio, value $1,891,405.

    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 58,356 shares
    Change vs previous 13F +1,235 shares

    0.34% of the 13F portfolio, value $1,803,200.

    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 57,121 shares
    Change vs previous 13F +14,969 shares

    0.33% of the 13F portfolio, value $1,645,656.

    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 42,152 shares
    Change vs previous 13F +33,012 shares

    0.23% of the 13F portfolio, value $1,060,544.

    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 9,140 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $226,398.

    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).