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Trademark Financial Management, LLC: ESGV position timeline

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

Trademark Financial Management, LLC held 29,581 ESGV 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 29,581 shares
    Change vs previous 13F -551 shares

    1.6% of the 13F portfolio, value $3,911,852.

    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 30,132 shares
    Change vs previous 13F -266 shares

    1.66% of the 13F portfolio, value $3,382,884.

    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 30,398 shares
    Change vs previous 13F -7,366 shares

    2.02% of the 13F portfolio, value $3,676,996.

    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 37,764 shares
    Change vs previous 13F -384 shares

    2.6% of the 13F portfolio, value $4,472,739.

    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 38,148 shares
    Change vs previous 13F +2,289 shares

    2.56% of the 13F portfolio, value $4,182,523.

    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 35,859 shares
    Change vs previous 13F -1,510 shares

    2.68% of the 13F portfolio, value $3,512,408.

    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 37,369 shares
    Change vs previous 13F +11,637 shares

    3.11% of the 13F portfolio, value $3,919,670.

    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 25,732 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,615,615.

    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).