Current Market Value 528,418,534
Current Holdings 99
Most Recent File Date 2026-04-09
Total Filings on Record 40
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by McNamara Financial Services, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-04-09 2026-03-31 13F-HR 99 528,419
2026-01-21 2025-12-31 13F-HR 101 527,212
2025-11-14 2025-09-30 13F-HR 95 538,057
2025-07-25 2025-06-30 13F-HR 92 504,454
2025-04-11 2025-03-31 13F-HR 89 464,819
2025-01-24 2024-12-31 13F-HR 70 425,338
2024-10-10 2024-09-30 13F-HR 86 507,736
2024-08-02 2024-06-30 13F-HR 77 472,859
2024-04-15 2024-03-31 13F-HR 68 467,479
2024-01-29 2023-12-31 13F-HR 66 447,059
2023-10-10 2023-09-30 13F-HR 63 400,693
2023-07-20 2023-06-30 13F-HR 65 416,529
2023-04-10 2023-03-31 13F-HR 64 401,578
2023-01-20 2022-12-31 13F-HR 63 377,175
2022-10-28 2022-09-30 13F-HR 58 347,821
2022-07-13 2022-06-30 13F-HR 58 352,813
2022-05-02 2022-03-31 13F-HR 58 368,438
2022-01-24 2021-12-31 13F-HR 61 383,044
2021-10-22 2021-09-30 13F-HR 61 364,826
2021-08-04 2021-06-30 13F-HR 59 362,375
2021-05-05 2021-03-31 13F-HR 51 327,806
2021-02-09 2020-12-31 13F-HR 48 295,276
2020-10-13 2020-09-30 13F-HR 48 295,494
2020-08-10 2020-06-30 13F-HR 48 279,812
2020-04-17 2020-03-31 13F-HR 44 243,651
2020-01-22 2019-12-31 13F-HR 42 269,423
2019-10-18 2019-09-30 13F-HR 39 246,489
2019-07-12 2019-06-30 13F-HR 38 239,326
2019-04-09 2019-03-31 13F-HR 39 215,273
2019-01-14 2018-12-31 13F-HR 39 236,946
2018-10-10 2018-09-30 13F-HR 40 237,422
2016-02-12 2015-12-31 13F-HR/A 1 R 57 101,970
2016-02-12 2015-09-30 13F-HR/A 1 R 57 94,950
2015-11-12 2015-09-30 13F-HR 32 151,597
2016-02-12 2015-06-30 13F-HR/A 1 R 64 105,761
2015-08-10 2015-06-30 13F-HR 30 166,506
2016-02-12 2015-03-31 13F-HR/A 1 R 65 108,817
2015-04-28 2015-03-31 13F-HR 30 165,048
2016-02-12 2014-12-31 13F-HR/A 1 R 207 109,675
2015-02-24 2014-12-31 13F-HR 30 160,478