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McNamara Financial Services, Inc.: VB position timeline

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

McNamara Financial Services, Inc. held 10,977 VB 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 10,977 shares
    Change vs previous 13F -139 shares

    0.57% of the 13F portfolio, value $3,327,485.

    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 11,116 shares
    Change vs previous 13F -369 shares

    0.55% of the 13F portfolio, value $2,911,552.

    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 11,485 shares
    Change vs previous 13F -16,693 shares

    0.56% of the 13F portfolio, value $2,962,518.

    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 28,178 shares
    Change vs previous 13F -196 shares

    1.33% of the 13F portfolio, value $7,165,139.

    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 28,374 shares
    Change vs previous 13F +827 shares

    1.33% of the 13F portfolio, value $6,723,960.

    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 27,547 shares
    Change vs previous 13F -23 shares

    1.31% of the 13F portfolio, value $6,108,444.

    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 27,570 shares
    Change vs previous 13F -1,531 shares

    1.56% of the 13F portfolio, value $6,624,527.

    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 29,101 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $6,903,100.

    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).