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Trademark Financial Management, LLC: USTB position timeline

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

Trademark Financial Management, LLC held 131,815 USTB 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 131,815 shares
    Change vs previous 13F +77,249 shares

    2.73% of the 13F portfolio, value $6,672,491.

    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 54,566 shares
    Change vs previous 13F +13,513 shares

    1.35% of the 13F portfolio, value $2,759,960.

    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 41,053 shares
    Change vs previous 13F -2,423 shares

    1.15% of the 13F portfolio, value $2,087,140.

    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 43,476 shares
    Change vs previous 13F +4,562 shares

    1.29% of the 13F portfolio, value $2,216,826.

    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 38,914 shares
    Change vs previous 13F +5,430 shares

    1.21% of the 13F portfolio, value $1,977,588.

    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 33,484 shares
    Change vs previous 13F +20,008 shares

    1.29% of the 13F portfolio, value $1,695,987.

    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 13,476 shares
    Change vs previous 13F -6,715 shares

    0.54% of the 13F portfolio, value $676,512.

    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 20,191 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,025,894.

    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).