Skip to content
Disclosery

McNamara Financial Services, Inc.: IVV position timeline

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

McNamara Financial Services, Inc. held 121,796 IVV 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 121,796 shares
    Change vs previous 13F -65 shares

    15.73% of the 13F portfolio, value $91,211,788.

    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 121,861 shares
    Change vs previous 13F -289 shares

    15.06% of the 13F portfolio, value $79,600,652.

    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 122,150 shares
    Change vs previous 13F -109,147 shares

    15.87% of the 13F portfolio, value $83,665,368.

    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 231,297 shares
    Change vs previous 13F -1,059 shares

    28.77% of the 13F portfolio, value $154,807,158.

    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 232,356 shares
    Change vs previous 13F -349 shares

    28.6% of the 13F portfolio, value $144,269,925.

    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 232,705 shares
    Change vs previous 13F +8,417 shares

    28.13% of the 13F portfolio, value $130,756,710.

    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 224,288 shares
    Change vs previous 13F -22,585 shares

    31.04% of the 13F portfolio, value $132,034,067.

    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 246,873 shares
    Change vs previous 13F not available

    28.05% of the 13F portfolio, value $142,401,389.

    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).