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McNamara Financial Services, Inc.: PMBS position timeline

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

McNamara Financial Services, Inc. held 461,740 PMBS 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 461,740 shares
    Change vs previous 13F +17,252 shares

    3.93% of the 13F portfolio, value $22,800,721.

    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 444,488 shares
    Change vs previous 13F +9,328 shares

    4.17% of the 13F portfolio, value $22,046,605.

    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 435,160 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $21,625,279.

    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).