Skip to content
Disclosery

Trademark Financial Management, LLC: AVUS position timeline

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

Trademark Financial Management, LLC held 8,736 AVUS 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 8,736 shares
    Change vs previous 13F -214 shares

    0.46% of the 13F portfolio, value $1,118,882.

    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 8,950 shares
    Change vs previous 13F +147 shares

    0.49% of the 13F portfolio, value $995,016.

    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 8,803 shares
    Change vs previous 13F +20 shares

    0.54% of the 13F portfolio, value $984,000.

    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 8,783 shares
    Change vs previous 13F +6 shares

    0.56% of the 13F portfolio, value $954,719.

    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 8,777 shares
    Change vs previous 13F -7,388 shares

    0.54% of the 13F portfolio, value $884,911.

    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 16,165 shares
    Change vs previous 13F -8,825 shares

    1.14% of the 13F portfolio, value $1,493,337.

    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 24,990 shares
    Change vs previous 13F -12,244 shares

    1.92% of the 13F portfolio, value $2,422,292.

    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 37,234 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $3,542,841.

    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).