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McNamara Financial Services, Inc.: VWOB position timeline

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

McNamara Financial Services, Inc. held 17,101 VWOB 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 17,101 shares
    Change vs previous 13F +477 shares

    0.2% of the 13F portfolio, value $1,149,871.

    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 16,624 shares
    Change vs previous 13F +1,082 shares

    0.21% of the 13F portfolio, value $1,092,031.

    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 15,542 shares
    Change vs previous 13F +399 shares

    0.2% of the 13F portfolio, value $1,047,997.

    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 15,143 shares
    Change vs previous 13F +659 shares

    0.19% of the 13F portfolio, value $1,013,067.

    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 14,484 shares
    Change vs previous 13F -1,701 shares

    0.19% of the 13F portfolio, value $946,529.

    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 16,185 shares
    Change vs previous 13F +8,963 shares

    0.22% of the 13F portfolio, value $1,039,077.

    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 7,222 shares
    Change vs previous 13F -25 shares

    0.11% of the 13F portfolio, value $456,069.

    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 7,247 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $480,983.

    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).