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Trademark Financial Management, LLC: EDIV position timeline

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

Trademark Financial Management, LLC held 11,463 EDIV 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 11,463 shares
    Change vs previous 13F -8,399 shares

    0.19% of the 13F portfolio, value $469,496.

    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 19,862 shares
    Change vs previous 13F +3,305 shares

    0.38% of the 13F portfolio, value $784,152.

    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 16,557 shares
    Change vs previous 13F -2,018 shares

    0.36% of the 13F portfolio, value $648,207.

    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 18,575 shares
    Change vs previous 13F -1,266 shares

    0.42% of the 13F portfolio, value $721,639.

    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 19,841 shares
    Change vs previous 13F -45,399 shares

    0.46% of the 13F portfolio, value $756,339.

    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 65,240 shares
    Change vs previous 13F -15,016 shares

    1.78% of the 13F portfolio, value $2,329,068.

    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 80,256 shares
    Change vs previous 13F +38,136 shares

    2.25% of the 13F portfolio, value $2,831,031.

    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 42,120 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,586,660.

    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).