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Trademark Financial Management, LLC: QQQ position timeline

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

Trademark Financial Management, LLC held 6,781 QQQ 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 6,781 shares
    Change vs previous 13F -1,727 shares

    2.05% of the 13F portfolio, value $4,993,518.

    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 8,508 shares
    Change vs previous 13F -5,264 shares

    2.41% of the 13F portfolio, value $4,910,479.

    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 13,772 shares
    Change vs previous 13F -2,935 shares

    4.66% of the 13F portfolio, value $8,460,566.

    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 16,707 shares
    Change vs previous 13F +30 shares

    5.84% of the 13F portfolio, value $10,030,635.

    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 16,677 shares
    Change vs previous 13F +1,878 shares

    5.63% of the 13F portfolio, value $9,199,550.

    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 14,799 shares
    Change vs previous 13F -520 shares

    5.29% of the 13F portfolio, value $6,939,492.

    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 15,319 shares
    Change vs previous 13F +226 shares

    6.22% of the 13F portfolio, value $7,831,783.

    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 15,093 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $7,366,428.

    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).