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Trademark Financial Management, LLC: FWD position timeline

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

Trademark Financial Management, LLC held 10,589 FWD 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 10,589 shares
    Change vs previous 13F +1,903 shares

    0.64% of the 13F portfolio, value $1,568,443.

    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 8,686 shares
    Change vs previous 13F +4,097 shares

    0.46% of the 13F portfolio, value $942,952.

    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 4,589 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $479,137.

    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).