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Disclosery

Trademark Financial Management, LLC: CGCV position timeline

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

Trademark Financial Management, LLC held 0 CGCV shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -34,314 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 34,314 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,046,234.

    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).