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McNamara Financial Services, Inc.: SPDW position timeline

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

McNamara Financial Services, Inc. held 2,090,164 SPDW 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 2,090,164 shares
    Change vs previous 13F -5,985 shares

    18.17% of the 13F portfolio, value $105,323,363.

    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 2,096,149 shares
    Change vs previous 13F -51,391 shares

    18.11% of the 13F portfolio, value $95,689,194.

    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 2,147,540 shares
    Change vs previous 13F -25,653 shares

    18.09% of the 13F portfolio, value $95,372,266.

    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 2,173,193 shares
    Change vs previous 13F -4,649 shares

    17.28% of the 13F portfolio, value $92,990,922.

    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 2,177,842 shares
    Change vs previous 13F -22,957 shares

    17.48% of the 13F portfolio, value $88,180,828.

    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 2,200,799 shares
    Change vs previous 13F +122,246 shares

    17.24% of the 13F portfolio, value $80,131,090.

    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 2,078,553 shares
    Change vs previous 13F -126,665 shares

    16.68% of the 13F portfolio, value $70,941,001.

    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 2,205,218 shares
    Change vs previous 13F not available

    16.31% of the 13F portfolio, value $82,827,996.

    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).