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Trademark Financial Management, LLC: SPYM position timeline

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

Trademark Financial Management, LLC held 113,887 SPYM 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 113,887 shares
    Change vs previous 13F +15,802 shares

    4.1% of the 13F portfolio, value $10,008,390.

    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 98,085 shares
    Change vs previous 13F +12,393 shares

    3.68% of the 13F portfolio, value $7,507,426.

    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 85,692 shares
    Change vs previous 13F +33,663 shares

    3.78% of the 13F portfolio, value $6,874,212.

    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 52,029 shares
    Change vs previous 13F +4,036 shares

    2.37% of the 13F portfolio, value $4,075,952.

    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 47,993 shares
    Change vs previous 13F +11,691 shares

    2.13% of the 13F portfolio, value $3,488,611.

    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 36,302 shares
    Change vs previous 13F +12,382 shares

    1.82% of the 13F portfolio, value $2,387,220.

    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 23,920 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,649,045.

    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).