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McNamara Financial Services, Inc.: NUEM position timeline

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

McNamara Financial Services, Inc. held 19,910 NUEM 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 19,910 shares
    Change vs previous 13F -72 shares

    0.15% of the 13F portfolio, value $844,903.

    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 19,982 shares
    Change vs previous 13F -140 shares

    0.14% of the 13F portfolio, value $734,113.

    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 20,122 shares
    Change vs previous 13F -340 shares

    0.14% of the 13F portfolio, value $715,941.

    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 20,462 shares
    Change vs previous 13F -11 shares

    0.14% of the 13F portfolio, value $730,289.

    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 20,473 shares
    Change vs previous 13F +1,273 shares

    0.13% of the 13F portfolio, value $679,908.

    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 19,200 shares
    Change vs previous 13F +3,247 shares

    0.12% of the 13F portfolio, value $561,600.

    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 15,953 shares
    Change vs previous 13F -185 shares

    0.11% of the 13F portfolio, value $462,956.

    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 16,138 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $500,601.

    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).