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Disclosery

Trademark Financial Management, LLC: HTAB position timeline

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

Trademark Financial Management, LLC held 0 HTAB shares at 2025-03-31 per its 13F-HR filed 2025-04-25.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -10,072 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 10,072 shares
    Change vs previous 13F -2,559 shares

    0.15% of the 13F portfolio, value $194,992.

    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).

  3. period ended2024-09-30
    13F 12,631 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $250,213.

    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).