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Trademark Financial Management, LLC: IYF position timeline

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

Trademark Financial Management, LLC held 0 IYF shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -16,286 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 16,286 shares
    Change vs previous 13F +1,057 shares

    1.16% of the 13F portfolio, value $2,099,754.

    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).

  3. period ended2025-09-30
    13F 15,229 shares
    Change vs previous 13F +2,122 shares

    1.12% of the 13F portfolio, value $1,928,601.

    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).

  4. period ended2025-06-30
    13F 13,107 shares
    Change vs previous 13F +9,690 shares

    0.97% of the 13F portfolio, value $1,585,816.

    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).

  5. period ended2025-03-31
    13F 3,417 shares
    Change vs previous 13F -2,508 shares

    0.29% of the 13F portfolio, value $385,608.

    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).

  6. period ended2024-12-31
    13F 5,925 shares
    Change vs previous 13F +860 shares

    0.52% of the 13F portfolio, value $655,187.

    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).

  7. period ended2024-09-30
    13F 5,065 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $526,254.

    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).