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Trademark Financial Management, LLC: NULV position timeline

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

Trademark Financial Management, LLC held 9,116 NULV 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 9,116 shares
    Change vs previous 13F -52 shares

    0.19% of the 13F portfolio, value $455,693.

    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 9,168 shares
    Change vs previous 13F -347 shares

    0.2% of the 13F portfolio, value $417,129.

    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 9,515 shares
    Change vs previous 13F -18,333 shares

    0.24% of the 13F portfolio, value $428,636.

    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 27,848 shares
    Change vs previous 13F +86 shares

    0.71% of the 13F portfolio, value $1,220,491.

    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 27,762 shares
    Change vs previous 13F +991 shares

    0.71% of the 13F portfolio, value $1,163,641.

    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 26,771 shares
    Change vs previous 13F -695 shares

    0.83% of the 13F portfolio, value $1,083,954.

    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 27,466 shares
    Change vs previous 13F +9,939 shares

    0.86% of the 13F portfolio, value $1,081,333.

    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 17,527 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $731,226.

    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).