Skip to content
Disclosery

Trademark Financial Management, LLC: JPST position timeline

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

Trademark Financial Management, LLC held 85,029 JPST 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 85,029 shares
    Change vs previous 13F -21,201 shares

    1.76% of the 13F portfolio, value $4,299,926.

    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 106,230 shares
    Change vs previous 13F +13,712 shares

    2.63% of the 13F portfolio, value $5,376,307.

    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 92,518 shares
    Change vs previous 13F +1,180 shares

    2.58% of the 13F portfolio, value $4,680,485.

    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 91,338 shares
    Change vs previous 13F -35,977 shares

    2.7% of the 13F portfolio, value $4,633,569.

    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 127,315 shares
    Change vs previous 13F +188 shares

    3.95% of the 13F portfolio, value $6,452,307.

    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 127,127 shares
    Change vs previous 13F -285 shares

    4.91% of the 13F portfolio, value $6,436,415.

    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 127,412 shares
    Change vs previous 13F -16,631 shares

    5.1% of the 13F portfolio, value $6,417,725.

    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 144,043 shares
    Change vs previous 13F not available

    5.8% of the 13F portfolio, value $7,308,721.

    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).