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Trademark Financial Management, LLC: AVSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trademark Financial Management, LLC on AVSD, newest first. How the timeline and the estimate are built.

Trademark Financial Management, LLC held 10,304 AVSD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,304 shares
    Change vs previous 13F -17 shares

    0.34% of the 13F portfolio, value $823,129.

    13F-HR 0002085853-26-000868 filed by Trademark Financial Management, LLC
    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 10,321 shares
    Change vs previous 13F -11,511 shares

    0.37% of the 13F portfolio, value $760,110.

    13F-HR 0002085853-26-000503 filed by Trademark Financial Management, LLC
    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 21,832 shares
    Change vs previous 13F -4,938 shares

    0.89% of the 13F portfolio, value $1,621,244.

    13F-HR 0002085853-26-000124 filed by Trademark Financial Management, LLC
    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 26,770 shares
    Change vs previous 13F +274 shares

    1.11% of the 13F portfolio, value $1,915,394.

    13F-HR 0002085853-25-000110 filed by Trademark Financial Management, LLC
    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 26,496 shares
    Change vs previous 13F +2,429 shares

    1.09% of the 13F portfolio, value $1,789,884.

    13F-HR 0001667731-25-001022 filed by Trademark Financial Management, LLC
    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 24,067 shares
    Change vs previous 13F -958 shares

    1.1% of the 13F portfolio, value $1,443,539.

    13F-HR 0001667731-25-000526 filed by Trademark Financial Management, LLC
    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 25,025 shares
    Change vs previous 13F +4,057 shares

    1.11% of the 13F portfolio, value $1,393,392.

    13F-HR 0001667731-25-000176 filed by Trademark Financial Management, LLC
    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 20,968 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,270,275.

    13F-HR 0002011736-24-000003 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).