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Disclosery

Trademark Financial Management, LLC: CWS position timeline

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

Trademark Financial Management, LLC held 0 CWS 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 -29,783 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 29,783 shares
    Change vs previous 13F -28,151 shares

    1.13% of the 13F portfolio, value $2,046,956.

    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).

  3. period ended2025-09-30
    13F 57,934 shares
    Change vs previous 13F -6,753 shares

    2.31% of the 13F portfolio, value $3,976,051.

    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).

  4. period ended2025-06-30
    13F 64,687 shares
    Change vs previous 13F +41,946 shares

    2.77% of the 13F portfolio, value $4,528,342.

    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).

  5. period ended2025-03-31
    13F 22,741 shares
    Change vs previous 13F +13,509 shares

    1.14% of the 13F portfolio, value $1,488,853.

    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).

  6. period ended2024-12-31
    13F 9,232 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $597,957.

    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).