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Trademark Financial Management, LLC: FRDM position timeline

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

Trademark Financial Management, LLC held 109,058 FRDM 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 109,058 shares
    Change vs previous 13F -5,086 shares

    3.26% of the 13F portfolio, value $7,950,357.

    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 114,144 shares
    Change vs previous 13F +36,241 shares

    3.06% of the 13F portfolio, value $6,237,957.

    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 77,903 shares
    Change vs previous 13F +3,869 shares

    2.2% of the 13F portfolio, value $3,994,112.

    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 74,034 shares
    Change vs previous 13F +1,730 shares

    1.91% of the 13F portfolio, value $3,280,428.

    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 72,304 shares
    Change vs previous 13F +52,769 shares

    1.79% of the 13F portfolio, value $2,921,077.

    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 19,535 shares
    Change vs previous 13F +7,700 shares

    0.52% of the 13F portfolio, value $684,738.

    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 11,835 shares
    Change vs previous 13F -673 shares

    0.31% of the 13F portfolio, value $386,778.

    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 12,508 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $447,519.

    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).