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Disclosery

Trademark Financial Management, LLC: DFSI position timeline

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

Trademark Financial Management, LLC held 16,597 DFSI 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 16,597 shares
    Change vs previous 13F -14 shares

    0.31% of the 13F portfolio, value $748,525.

    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 16,611 shares
    Change vs previous 13F -1,332 shares

    0.35% of the 13F portfolio, value $704,306.

    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 17,943 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $768,768.

    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).