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Trademark Financial Management, LLC: FGDL position timeline

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

Trademark Financial Management, LLC held 9,915 FGDL 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 9,915 shares
    Change vs previous 13F +751 shares

    0.22% of the 13F portfolio, value $529,164.

    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 9,164 shares
    Change vs previous 13F -532 shares

    0.28% of the 13F portfolio, value $569,726.

    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 9,696 shares
    Change vs previous 13F +289 shares

    0.31% of the 13F portfolio, value $558,490.

    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 9,407 shares
    Change vs previous 13F +2,604 shares

    0.28% of the 13F portfolio, value $485,966.

    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 6,803 shares
    Change vs previous 13F +537 shares

    0.18% of the 13F portfolio, value $299,128.

    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 6,266 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $262,107.

    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).