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Trademark Financial Management, LLC: BKGI position timeline

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

Trademark Financial Management, LLC held 14,390 BKGI 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 14,390 shares
    Change vs previous 13F +350 shares

    0.27% of the 13F portfolio, value $647,118.

    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 14,040 shares
    Change vs previous 13F +2,096 shares

    0.31% of the 13F portfolio, value $625,342.

    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 11,944 shares
    Change vs previous 13F +1,847 shares

    0.27% of the 13F portfolio, value $481,821.

    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 10,097 shares
    Change vs previous 13F +249 shares

    0.23% of the 13F portfolio, value $393,127.

    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 9,848 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $386,829.

    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).