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McNamara Financial Services, Inc.: SPEM position timeline

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

McNamara Financial Services, Inc. held 865,525 SPEM 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 865,525 shares
    Change vs previous 13F +254 shares

    7.73% of the 13F portfolio, value $44,816,883.

    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 865,271 shares
    Change vs previous 13F -4,522 shares

    7.68% of the 13F portfolio, value $40,589,853.

    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 869,793 shares
    Change vs previous 13F +13,566 shares

    7.72% of the 13F portfolio, value $40,715,001.

    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 856,227 shares
    Change vs previous 13F -2,074 shares

    7.45% of the 13F portfolio, value $40,080,003.

    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 858,301 shares
    Change vs previous 13F -4,373 shares

    7.27% of the 13F portfolio, value $36,683,788.

    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 862,674 shares
    Change vs previous 13F +45,582 shares

    7.31% of the 13F portfolio, value $33,963,484.

    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 817,092 shares
    Change vs previous 13F -76,664 shares

    7.37% of the 13F portfolio, value $31,351,821.

    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 893,756 shares
    Change vs previous 13F not available

    7.27% of the 13F portfolio, value $36,894,252.

    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).