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Trademark Financial Management, LLC: GDX position timeline

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

Trademark Financial Management, LLC held 29,902 GDX 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 29,902 shares
    Change vs previous 13F +1,769 shares

    0.92% of the 13F portfolio, value $2,256,082.

    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 28,133 shares
    Change vs previous 13F +7,214 shares

    1.26% of the 13F portfolio, value $2,581,808.

    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 20,919 shares
    Change vs previous 13F -1,189 shares

    0.99% of the 13F portfolio, value $1,794,263.

    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 22,108 shares
    Change vs previous 13F +1,241 shares

    0.98% of the 13F portfolio, value $1,689,087.

    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 20,867 shares
    Change vs previous 13F -1,009 shares

    0.66% of the 13F portfolio, value $1,086,360.

    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 21,876 shares
    Change vs previous 13F -247 shares

    0.77% of the 13F portfolio, value $1,005,661.

    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 22,123 shares
    Change vs previous 13F +2,636 shares

    0.6% of the 13F portfolio, value $750,207.

    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 19,487 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $775,980.

    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).