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McNamara Financial Services, Inc.: TOTL position timeline

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

McNamara Financial Services, Inc. held 16,588 TOTL 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 16,588 shares
    Change vs previous 13F +1,274 shares

    0.11% of the 13F portfolio, value $654,724.

    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 15,314 shares
    Change vs previous 13F +1,802 shares

    0.12% of the 13F portfolio, value $608,439.

    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 13,512 shares
    Change vs previous 13F -486,086 shares

    0.1% of the 13F portfolio, value $543,852.

    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 499,598 shares
    Change vs previous 13F +8,607 shares

    3.77% of the 13F portfolio, value $20,268,671.

    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 490,991 shares
    Change vs previous 13F +5,578 shares

    3.9% of the 13F portfolio, value $19,693,630.

    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 485,413 shares
    Change vs previous 13F +27,343 shares

    4.21% of the 13F portfolio, value $19,557,272.

    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 458,070 shares
    Change vs previous 13F -165,823 shares

    4.24% of the 13F portfolio, value $18,043,384.

    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 623,893 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $25,829,160.

    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).