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Trademark Financial Management, LLC: IVV position timeline

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

Trademark Financial Management, LLC held 30,642 IVV 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 30,642 shares
    Change vs previous 13F -5,585 shares

    9.4% of the 13F portfolio, value $22,947,647.

    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 36,227 shares
    Change vs previous 13F +3,569 shares

    11.59% of the 13F portfolio, value $23,664,081.

    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 32,658 shares
    Change vs previous 13F -3,311 shares

    12.31% of the 13F portfolio, value $22,369,032.

    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 35,969 shares
    Change vs previous 13F +20 shares

    14.01% of the 13F portfolio, value $24,074,165.

    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 35,949 shares
    Change vs previous 13F +3,899 shares

    13.65% of the 13F portfolio, value $22,320,569.

    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 32,050 shares
    Change vs previous 13F +1,042 shares

    13.74% of the 13F portfolio, value $18,009,040.

    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 31,008 shares
    Change vs previous 13F -297 shares

    14.5% of the 13F portfolio, value $18,253,699.

    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 31,305 shares
    Change vs previous 13F not available

    14.32% of the 13F portfolio, value $18,057,329.

    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).