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McNamara Financial Services, Inc.: SGOV position timeline

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

McNamara Financial Services, Inc. held 85,854 SGOV 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 85,854 shares
    Change vs previous 13F +11,424 shares

    1.49% of the 13F portfolio, value $8,642,900.

    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 74,430 shares
    Change vs previous 13F +14,987 shares

    1.42% of the 13F portfolio, value $7,492,163.

    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 59,443 shares
    Change vs previous 13F +26,663 shares

    1.13% of the 13F portfolio, value $5,966,866.

    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 32,780 shares
    Change vs previous 13F +8,437 shares

    0.61% of the 13F portfolio, value $3,300,947.

    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 24,343 shares
    Change vs previous 13F +10,802 shares

    0.49% of the 13F portfolio, value $2,451,069.

    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 13,541 shares
    Change vs previous 13F +9,799 shares

    0.29% of the 13F portfolio, value $1,363,172.

    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 3,742 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $375,397.

    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).