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McNamara Financial Services, Inc.: SPAB position timeline

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

McNamara Financial Services, Inc. held 145,679 SPAB 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 145,679 shares
    Change vs previous 13F -835 shares

    0.64% of the 13F portfolio, value $3,717,728.

    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 146,514 shares
    Change vs previous 13F +9,579 shares

    0.71% of the 13F portfolio, value $3,753,680.

    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 136,935 shares
    Change vs previous 13F -1,273,836 shares

    0.67% of the 13F portfolio, value $3,526,074.

    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 1,410,771 shares
    Change vs previous 13F +24,241 shares

    6.78% of the 13F portfolio, value $36,468,440.

    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 1,386,530 shares
    Change vs previous 13F +12,535 shares

    7.04% of the 13F portfolio, value $35,495,169.

    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 1,373,995 shares
    Change vs previous 13F +107,502 shares

    7.55% of the 13F portfolio, value $35,091,828.

    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 1,266,493 shares
    Change vs previous 13F -1,032,464 shares

    7.44% of the 13F portfolio, value $31,649,671.

    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 2,298,957 shares
    Change vs previous 13F not available

    11.84% of the 13F portfolio, value $60,094,729.

    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).