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Trademark Financial Management, LLC: IWF position timeline

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

Trademark Financial Management, LLC held 20,345 IWF 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 20,345 shares
    Change vs previous 13F +14,796 shares

    1.03% of the 13F portfolio, value $2,526,292.

    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 5,549 shares
    Change vs previous 13F +528 shares

    1.16% of the 13F portfolio, value $2,366,214.

    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 5,021 shares
    Change vs previous 13F +86 shares

    1.31% of the 13F portfolio, value $2,376,313.

    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 4,935 shares
    Change vs previous 13F +31 shares

    1.35% of the 13F portfolio, value $2,311,660.

    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 4,904 shares
    Change vs previous 13F -1,222 shares

    1.27% of the 13F portfolio, value $2,081,954.

    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 6,126 shares
    Change vs previous 13F +110 shares

    1.69% of the 13F portfolio, value $2,212,028.

    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 6,016 shares
    Change vs previous 13F +399 shares

    1.92% of the 13F portfolio, value $2,416,035.

    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 5,617 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $2,108,400.

    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).