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Trademark Financial Management, LLC: HYEM position timeline

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

Trademark Financial Management, LLC held 16,680 HYEM 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 16,680 shares
    Change vs previous 13F -15,620 shares

    0.14% of the 13F portfolio, value $335,435.

    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 32,300 shares
    Change vs previous 13F -363 shares

    0.31% of the 13F portfolio, value $637,279.

    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 32,663 shares
    Change vs previous 13F +2,262 shares

    0.36% of the 13F portfolio, value $649,667.

    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 30,401 shares
    Change vs previous 13F +304 shares

    0.35% of the 13F portfolio, value $609,540.

    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 30,097 shares
    Change vs previous 13F +10,702 shares

    0.36% of the 13F portfolio, value $596,523.

    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 19,395 shares
    Change vs previous 13F +1,169 shares

    0.29% of the 13F portfolio, value $381,112.

    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 18,226 shares
    Change vs previous 13F -58 shares

    0.28% of the 13F portfolio, value $354,860.

    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 18,284 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $363,669.

    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).