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McNamara Financial Services, Inc.: SPSM position timeline

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

McNamara Financial Services, Inc. held 33,296 SPSM 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 33,296 shares
    Change vs previous 13F -591 shares

    0.33% of the 13F portfolio, value $1,920,162.

    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 33,887 shares
    Change vs previous 13F -883 shares

    0.31% of the 13F portfolio, value $1,637,402.

    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 34,770 shares
    Change vs previous 13F -415,545 shares

    0.31% of the 13F portfolio, value $1,629,335.

    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 450,315 shares
    Change vs previous 13F +3,851 shares

    3.88% of the 13F portfolio, value $20,858,574.

    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 446,464 shares
    Change vs previous 13F +2,389 shares

    3.77% of the 13F portfolio, value $19,019,351.

    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 444,075 shares
    Change vs previous 13F -717 shares

    3.89% of the 13F portfolio, value $18,100,500.

    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 444,792 shares
    Change vs previous 13F -20,199 shares

    4.7% of the 13F portfolio, value $19,980,077.

    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 464,991 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $21,161,730.

    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).