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Trademark Financial Management, LLC: UBND position timeline

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

Trademark Financial Management, LLC held 40,429 UBND 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 40,429 shares
    Change vs previous 13F +1,794 shares

    0.36% of the 13F portfolio, value $878,320.

    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 38,635 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $841,470.

    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).