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Trademark Financial Management, LLC: QQQM position timeline

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

Trademark Financial Management, LLC held 42,876 QQQM 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 42,876 shares
    Change vs previous 13F +4,229 shares

    5.32% of the 13F portfolio, value $12,990,142.

    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 38,647 shares
    Change vs previous 13F +20,646 shares

    4.5% of the 13F portfolio, value $9,183,300.

    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 18,001 shares
    Change vs previous 13F +14,185 shares

    2.51% of the 13F portfolio, value $4,552,813.

    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 3,816 shares
    Change vs previous 13F +35 shares

    0.55% of the 13F portfolio, value $943,010.

    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 3,781 shares
    Change vs previous 13F +158 shares

    0.53% of the 13F portfolio, value $858,665.

    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 3,623 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $699,311.

    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).