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McNamara Financial Services, Inc.: VYM position timeline

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

McNamara Financial Services, Inc. held 16,453 VYM 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 16,453 shares
    Change vs previous 13F -200 shares

    0.45% of the 13F portfolio, value $2,600,068.

    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 16,653 shares
    Change vs previous 13F -99 shares

    0.47% of the 13F portfolio, value $2,466,309.

    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 16,752 shares
    Change vs previous 13F -438 shares

    0.46% of the 13F portfolio, value $2,404,247.

    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 17,190 shares
    Change vs previous 13F -109 shares

    0.45% of the 13F portfolio, value $2,422,931.

    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 17,299 shares
    Change vs previous 13F +3,046 shares

    0.46% of the 13F portfolio, value $2,306,130.

    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 14,253 shares
    Change vs previous 13F +1,570 shares

    0.4% of the 13F portfolio, value $1,838,067.

    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 12,683 shares
    Change vs previous 13F -2,724 shares

    0.38% of the 13F portfolio, value $1,618,224.

    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 15,407 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,975,177.

    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).