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McNamara Financial Services, Inc.: PDBC position timeline

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

McNamara Financial Services, Inc. held 106,904 PDBC 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 106,904 shares
    Change vs previous 13F +2,036 shares

    0.29% of the 13F portfolio, value $1,697,636.

    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 104,868 shares
    Change vs previous 13F -9,745 shares

    0.34% of the 13F portfolio, value $1,816,314.

    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 114,613 shares
    Change vs previous 13F +1,323 shares

    0.29% of the 13F portfolio, value $1,518,622.

    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 113,290 shares
    Change vs previous 13F +3,834 shares

    0.28% of the 13F portfolio, value $1,521,485.

    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 109,456 shares
    Change vs previous 13F +8,121 shares

    0.28% of the 13F portfolio, value $1,427,306.

    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 101,335 shares
    Change vs previous 13F +47,193 shares

    0.3% of the 13F portfolio, value $1,381,196.

    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 54,142 shares
    Change vs previous 13F -1,887 shares

    0.17% of the 13F portfolio, value $703,305.

    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 56,029 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $752,469.

    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).