Trademark Financial Management, LLC: INFL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trademark Financial Management, LLC on INFL, newest first. How the timeline and the estimate are built.
Trademark Financial Management, LLC held 0 INFL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -6,521 shares
13F-HR 0002085853-26-000868 filed by Trademark Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 6,521 sharesChange vs previous 13F +6,521 shares
0.17% of the 13F portfolio, value $339,483.
13F-HR 0002085853-26-000503 filed by Trademark Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -9,524 shares
13F-HR 0002085853-26-000124 filed by Trademark Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 9,524 sharesChange vs previous 13F -465 shares
0.25% of the 13F portfolio, value $425,675.
13F-HR 0002085853-25-000110 filed by Trademark Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,989 sharesChange vs previous 13F +391 shares
0.26% of the 13F portfolio, value $421,236.
13F-HR 0001667731-25-001022 filed by Trademark Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,598 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $390,159.
13F-HR 0001667731-25-000526 filed by Trademark Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).