Skip to content
Disclosery

McNamara Financial Services, Inc.: IWB position timeline

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

McNamara Financial Services, Inc. held 6,785 IWB 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 6,785 shares
    Change vs previous 13F +35 shares

    0.48% of the 13F portfolio, value $2,778,458.

    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 6,750 shares
    Change vs previous 13F -43 shares

    0.46% of the 13F portfolio, value $2,406,780.

    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 6,793 shares
    Change vs previous 13F -533 shares

    0.48% of the 13F portfolio, value $2,536,778.

    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 7,326 shares
    Change vs previous 13F -61 shares

    0.5% of the 13F portfolio, value $2,677,506.

    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 7,387 shares
    Change vs previous 13F +99 shares

    0.5% of the 13F portfolio, value $2,508,404.

    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 7,288 shares
    Change vs previous 13F -141 shares

    0.48% of the 13F portfolio, value $2,235,521.

    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 7,429 shares
    Change vs previous 13F -483 shares

    0.56% of the 13F portfolio, value $2,393,327.

    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 7,912 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,487,454.

    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).