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Trademark Financial Management, LLC: BKDV position timeline

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

Trademark Financial Management, LLC held 25,118 BKDV 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 25,118 shares
    Change vs previous 13F +8,179 shares

    0.34% of the 13F portfolio, value $841,202.

    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 16,939 shares
    Change vs previous 13F +2,367 shares

    0.25% of the 13F portfolio, value $502,411.

    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 14,572 shares
    Change vs previous 13F +1,693 shares

    0.23% of the 13F portfolio, value $422,879.

    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 12,879 shares
    Change vs previous 13F +1,829 shares

    0.21% of the 13F portfolio, value $358,036.

    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 11,050 shares
    Change vs previous 13F +1,333 shares

    0.18% of the 13F portfolio, value $294,041.

    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 9,717 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $245,743.

    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).