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Trademark Financial Management, LLC: IDMO position timeline

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

Trademark Financial Management, LLC held 156,389 IDMO 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 156,389 shares
    Change vs previous 13F +19,957 shares

    3.86% of the 13F portfolio, value $9,428,693.

    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 136,432 shares
    Change vs previous 13F +16,571 shares

    3.67% of the 13F portfolio, value $7,481,931.

    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 119,861 shares
    Change vs previous 13F +16,294 shares

    3.66% of the 13F portfolio, value $6,660,676.

    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 103,567 shares
    Change vs previous 13F +6,266 shares

    3.25% of the 13F portfolio, value $5,591,582.

    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 97,301 shares
    Change vs previous 13F +51,931 shares

    3.05% of the 13F portfolio, value $4,985,703.

    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 45,370 shares
    Change vs previous 13F +34,840 shares

    1.53% of the 13F portfolio, value $2,003,539.

    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 10,530 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $427,939.

    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).