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McNamara Financial Services, Inc.: TIPX position timeline

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

McNamara Financial Services, Inc. held 75,977 TIPX 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 75,977 shares
    Change vs previous 13F +2,033 shares

    0.25% of the 13F portfolio, value $1,438,245.

    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 73,944 shares
    Change vs previous 13F +4,021 shares

    0.27% of the 13F portfolio, value $1,418,985.

    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 69,923 shares
    Change vs previous 13F +2,685 shares

    0.25% of the 13F portfolio, value $1,334,131.

    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 67,238 shares
    Change vs previous 13F +2,794 shares

    0.24% of the 13F portfolio, value $1,297,021.

    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 64,444 shares
    Change vs previous 13F +536 shares

    0.24% of the 13F portfolio, value $1,233,458.

    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 63,908 shares
    Change vs previous 13F +6,618 shares

    0.26% of the 13F portfolio, value $1,226,395.

    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 57,290 shares
    Change vs previous 13F -3,183 shares

    0.25% of the 13F portfolio, value $1,059,292.

    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 60,473 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,145,963.

    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).