McNamara Financial Services, Inc.: GEV position timeline

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

McNamara Financial Services, Inc. held 807 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 807 shares
Change vs previous 13F 0 shares
0.16% of the 13F portfolio, value $948,112.
13F-HR 0001951757-26-001022 filed by McNamara Financial Services, Inc.
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 807 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $704,430.
13F-HR 0001951757-26-000563 filed by McNamara Financial Services, Inc.
Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 807 shares
Change vs previous 13F -9 shares
0.1% of the 13F portfolio, value $527,431.
13F-HR 0001951757-26-000270 filed by McNamara Financial Services, Inc.
Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 816 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $501,758.
13F-HR 0001951757-25-001442 filed by McNamara Financial Services, Inc.
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 816 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $431,786.
13F-HR 0001951757-25-000966 filed by McNamara Financial Services, Inc.
Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).