Trademark Financial Management, LLC: FLQM position timeline

Trademark Financial Management, LLC held 3,676 FLQM 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 3,676 shares

   Change vs previous 13F -489 shares

   0.09% of the 13F portfolio, value $212,785.

   13F-HR 0002085853-26-000868 filed by Trademark Financial Management, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,165 shares

   Change vs previous 13F -305 shares

   0.11% of the 13F portfolio, value $228,783.

   13F-HR 0002085853-26-000503 filed by Trademark Financial Management, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,470 shares

   Change vs previous 13F -14,578 shares

   0.14% of the 13F portfolio, value $251,482.

   13F-HR 0002085853-26-000124 filed by Trademark Financial Management, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 19,048 shares

   Change vs previous 13F +893 shares

   0.63% of the 13F portfolio, value $1,075,260.

   13F-HR 0002085853-25-000110 filed by Trademark Financial Management, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 18,155 shares

   Change vs previous 13F not available

   0.6% of the 13F portfolio, value $985,998.

   13F-HR 0001667731-25-001022 filed by Trademark Financial Management, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).