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Trademark Financial Management, LLC: CLOI position timeline

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

Trademark Financial Management, LLC held 28,580 CLOI 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 28,580 shares
    Change vs previous 13F -49,186 shares

    0.62% of the 13F portfolio, value $1,513,311.

    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 77,766 shares
    Change vs previous 13F -13,880 shares

    2.01% of the 13F portfolio, value $4,098,268.

    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 91,646 shares
    Change vs previous 13F +790 shares

    2.66% of the 13F portfolio, value $4,839,825.

    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 90,856 shares
    Change vs previous 13F +8,368 shares

    2.81% of the 13F portfolio, value $4,824,454.

    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 82,488 shares
    Change vs previous 13F -6,439 shares

    2.67% of the 13F portfolio, value $4,367,740.

    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 88,927 shares
    Change vs previous 13F +18,404 shares

    3.59% of the 13F portfolio, value $4,698,903.

    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 70,523 shares
    Change vs previous 13F +46,543 shares

    2.96% of the 13F portfolio, value $3,721,499.

    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 23,980 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,271,899.

    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).