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Trademark Financial Management, LLC: DFSU position timeline

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

Trademark Financial Management, LLC held 5,603 DFSU 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 5,603 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $261,268.

    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 5,603 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $230,227.

    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 5,603 shares
    Change vs previous 13F -115 shares

    0.13% of the 13F portfolio, value $243,338.

    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 5,718 shares
    Change vs previous 13F +19 shares

    0.14% of the 13F portfolio, value $242,858.

    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 5,699 shares
    Change vs previous 13F +104 shares

    0.14% of the 13F portfolio, value $223,686.

    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 5,595 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $200,357.

    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 5,595 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $212,051.

    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 5,595 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $208,022.

    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).