Skip to content
Disclosery

Trademark Financial Management, LLC: VRIG position timeline

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

Trademark Financial Management, LLC held 25,569 VRIG 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 25,569 shares
    Change vs previous 13F +8,540 shares

    0.26% of the 13F portfolio, value $641,011.

    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 17,029 shares
    Change vs previous 13F +3,202 shares

    0.21% of the 13F portfolio, value $426,309.

    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 13,827 shares
    Change vs previous 13F -14,186 shares

    0.19% of the 13F portfolio, value $347,062.

    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 28,013 shares
    Change vs previous 13F -3,158 shares

    0.41% of the 13F portfolio, value $703,133.

    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 31,171 shares
    Change vs previous 13F +2,589 shares

    0.48% of the 13F portfolio, value $780,827.

    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 28,582 shares
    Change vs previous 13F +6,917 shares

    0.55% of the 13F portfolio, value $716,826.

    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 21,665 shares
    Change vs previous 13F -80 shares

    0.43% of the 13F portfolio, value $544,125.

    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 21,745 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $545,479.

    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).