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Trademark Financial Management, LLC: EVTR position timeline

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

Trademark Financial Management, LLC held 33,268 EVTR 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 33,268 shares
    Change vs previous 13F -34,010 shares

    0.69% of the 13F portfolio, value $1,687,020.

    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 67,278 shares
    Change vs previous 13F -27,054 shares

    1.67% of the 13F portfolio, value $3,414,359.

    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 94,332 shares
    Change vs previous 13F +19,838 shares

    2.67% of the 13F portfolio, value $4,858,098.

    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 74,494 shares
    Change vs previous 13F +10,785 shares

    2.23% of the 13F portfolio, value $3,832,716.

    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 63,709 shares
    Change vs previous 13F +3,922 shares

    1.98% of the 13F portfolio, value $3,240,559.

    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 59,787 shares
    Change vs previous 13F +50,257 shares

    2.31% of the 13F portfolio, value $3,027,016.

    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 9,530 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $475,166.

    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).