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Trademark Financial Management, LLC: FSMD position timeline

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

Trademark Financial Management, LLC held 85,635 FSMD 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 85,635 shares
    Change vs previous 13F +22,332 shares

    1.85% of the 13F portfolio, value $4,525,810.

    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 63,303 shares
    Change vs previous 13F +20,248 shares

    1.39% of the 13F portfolio, value $2,830,910.

    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 43,055 shares
    Change vs previous 13F +29,272 shares

    1.05% of the 13F portfolio, value $1,900,017.

    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 13,783 shares
    Change vs previous 13F +5,577 shares

    0.35% of the 13F portfolio, value $606,590.

    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 8,206 shares
    Change vs previous 13F -41,499 shares

    0.21% of the 13F portfolio, value $340,303.

    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 49,705 shares
    Change vs previous 13F -3,894 shares

    1.49% of the 13F portfolio, value $1,946,448.

    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 53,599 shares
    Change vs previous 13F +23,214 shares

    1.75% of the 13F portfolio, value $2,206,671.

    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 30,385 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,257,939.

    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).