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Trademark Financial Management, LLC: PXH position timeline

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

Trademark Financial Management, LLC held 113,392 PXH 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 113,392 shares
    Change vs previous 13F +87,016 shares

    1.29% of the 13F portfolio, value $3,161,369.

    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 26,376 shares
    Change vs previous 13F -19,217 shares

    0.35% of the 13F portfolio, value $709,778.

    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 45,593 shares
    Change vs previous 13F +4,416 shares

    0.65% of the 13F portfolio, value $1,176,755.

    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 41,177 shares
    Change vs previous 13F +3,870 shares

    0.61% of the 13F portfolio, value $1,046,719.

    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 37,307 shares
    Change vs previous 13F +2,580 shares

    0.53% of the 13F portfolio, value $872,611.

    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 34,727 shares
    Change vs previous 13F +23,425 shares

    0.58% of the 13F portfolio, value $754,965.

    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 11,302 shares
    Change vs previous 13F -17,343 shares

    0.18% of the 13F portfolio, value $231,465.

    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 28,645 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $628,758.

    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).