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Trademark Financial Management, LLC: SPMO position timeline

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

Trademark Financial Management, LLC held 64,353 SPMO 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 64,353 shares
    Change vs previous 13F +944 shares

    4.26% of the 13F portfolio, value $10,395,584.

    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 63,409 shares
    Change vs previous 13F +4,364 shares

    3.48% of the 13F portfolio, value $7,108,783.

    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 59,045 shares
    Change vs previous 13F +24,273 shares

    3.88% of the 13F portfolio, value $7,045,249.

    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 34,772 shares
    Change vs previous 13F +31,585 shares

    2.45% of the 13F portfolio, value $4,209,498.

    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 3,187 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $358,442.

    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).