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Trademark Financial Management, LLC: MINO position timeline

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

Trademark Financial Management, LLC held 29,793 MINO 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 29,793 shares
    Change vs previous 13F +929 shares

    0.56% of the 13F portfolio, value $1,363,328.

    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 28,864 shares
    Change vs previous 13F +5,421 shares

    0.64% of the 13F portfolio, value $1,303,787.

    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 23,443 shares
    Change vs previous 13F +9,901 shares

    0.58% of the 13F portfolio, value $1,062,437.

    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 13,542 shares
    Change vs previous 13F -1,039 shares

    0.36% of the 13F portfolio, value $613,588.

    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 14,581 shares
    Change vs previous 13F -2,726 shares

    0.39% of the 13F portfolio, value $644,929.

    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 17,307 shares
    Change vs previous 13F -191 shares

    0.59% of the 13F portfolio, value $774,142.

    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 17,498 shares
    Change vs previous 13F +3,589 shares

    0.63% of the 13F portfolio, value $788,460.

    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 13,909 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $642,039.

    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).