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Trademark Financial Management, LLC: DFIV position timeline

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

Trademark Financial Management, LLC held 237,066 DFIV 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 237,066 shares
    Change vs previous 13F +39,004 shares

    5.24% of the 13F portfolio, value $12,806,295.

    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 198,062 shares
    Change vs previous 13F +40,359 shares

    5.12% of the 13F portfolio, value $10,453,697.

    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 157,703 shares
    Change vs previous 13F +17,986 shares

    4.33% of the 13F portfolio, value $7,869,377.

    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 139,717 shares
    Change vs previous 13F +8,566 shares

    3.75% of the 13F portfolio, value $6,443,735.

    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 131,151 shares
    Change vs previous 13F +76,965 shares

    3.43% of the 13F portfolio, value $5,617,203.

    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 54,186 shares
    Change vs previous 13F +40,100 shares

    1.63% of the 13F portfolio, value $2,132,761.

    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 14,086 shares
    Change vs previous 13F -25,021 shares

    0.4% of the 13F portfolio, value $499,774.

    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 39,107 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,489,205.

    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).