Skip to content
Disclosery

McNamara Financial Services, Inc.: MUNI position timeline

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

McNamara Financial Services, Inc. held 158,731 MUNI 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 158,731 shares
    Change vs previous 13F +20,716 shares

    1.44% of the 13F portfolio, value $8,349,251.

    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 138,015 shares
    Change vs previous 13F +2,042 shares

    1.36% of the 13F portfolio, value $7,203,003.

    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 135,973 shares
    Change vs previous 13F +130,437 shares

    1.35% of the 13F portfolio, value $7,126,345.

    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 5,536 shares
    Change vs previous 13F -271 shares

    0.05% of the 13F portfolio, value $289,422.

    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 5,807 shares
    Change vs previous 13F -128 shares

    0.06% of the 13F portfolio, value $298,248.

    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 5,935 shares
    Change vs previous 13F +241 shares

    0.07% of the 13F portfolio, value $305,949.

    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 5,694 shares
    Change vs previous 13F -1,316 shares

    0.07% of the 13F portfolio, value $294,551.

    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 7,010 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $371,390.

    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).