Skip to content
Disclosery

Trademark Financial Management, LLC: STIP position timeline

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

Trademark Financial Management, LLC held 30,900 STIP 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 30,900 shares
    Change vs previous 13F -2,507 shares

    1.29% of the 13F portfolio, value $3,156,784.

    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 33,407 shares
    Change vs previous 13F +4,307 shares

    1.69% of the 13F portfolio, value $3,455,237.

    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 29,100 shares
    Change vs previous 13F -882 shares

    1.64% of the 13F portfolio, value $2,979,499.

    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 29,982 shares
    Change vs previous 13F +2,926 shares

    1.8% of the 13F portfolio, value $3,098,959.

    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 27,056 shares
    Change vs previous 13F +18,125 shares

    1.7% of the 13F portfolio, value $2,784,365.

    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 8,931 shares
    Change vs previous 13F +3,983 shares

    0.71% of the 13F portfolio, value $924,096.

    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 4,948 shares
    Change vs previous 13F +1,653 shares

    0.4% of the 13F portfolio, value $497,725.

    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 3,295 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $333,878.

    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).