Skip to content
Disclosery

Trademark Financial Management, LLC: CGGR position timeline

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

Trademark Financial Management, LLC held 0 CGGR 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 0 shares
    Change vs previous 13F -9,178 shares

    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).

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

  2. period ended2026-03-31
    13F 9,178 shares
    Change vs previous 13F +242 shares

    0.18% of the 13F portfolio, value $368,864.

    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 8,936 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $397,384.

    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).