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Trademark Financial Management, LLC: QUAL position timeline

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

Trademark Financial Management, LLC held 8,133 QUAL 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 8,133 shares
    Change vs previous 13F -626 shares

    0.73% of the 13F portfolio, value $1,784,723.

    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 8,759 shares
    Change vs previous 13F +576 shares

    0.82% of the 13F portfolio, value $1,680,039.

    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 8,183 shares
    Change vs previous 13F -2,004 shares

    0.89% of the 13F portfolio, value $1,625,341.

    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 10,187 shares
    Change vs previous 13F -5,650 shares

    1.15% of the 13F portfolio, value $1,981,406.

    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 15,837 shares
    Change vs previous 13F -2,845 shares

    1.77% of the 13F portfolio, value $2,895,392.

    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 18,682 shares
    Change vs previous 13F +2,721 shares

    2.44% of the 13F portfolio, value $3,192,602.

    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 15,961 shares
    Change vs previous 13F -17,738 shares

    2.26% of the 13F portfolio, value $2,842,395.

    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 33,699 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $6,042,259.

    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).