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McNamara Financial Services, Inc.: MUB position timeline

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

McNamara Financial Services, Inc. held 132,166 MUB 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 132,166 shares
    Change vs previous 13F -1,059 shares

    2.45% of the 13F portfolio, value $14,223,744.

    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 133,225 shares
    Change vs previous 13F +9,512 shares

    2.68% of the 13F portfolio, value $14,141,868.

    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 123,713 shares
    Change vs previous 13F -50,564 shares

    2.51% of the 13F portfolio, value $13,250,905.

    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 174,277 shares
    Change vs previous 13F +4,208 shares

    3.45% of the 13F portfolio, value $18,558,762.

    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 170,069 shares
    Change vs previous 13F -10,949 shares

    3.52% of the 13F portfolio, value $17,768,828.

    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 181,018 shares
    Change vs previous 13F +12,686 shares

    4.11% of the 13F portfolio, value $19,086,570.

    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 168,332 shares
    Change vs previous 13F -50,029 shares

    4.22% of the 13F portfolio, value $17,935,787.

    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 218,361 shares
    Change vs previous 13F not available

    4.67% of the 13F portfolio, value $23,720,517.

    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).