Skip to content
Disclosery

Trademark Financial Management, LLC: VTIP position timeline

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

Trademark Financial Management, LLC held 10,541 VTIP 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 10,541 shares
    Change vs previous 13F -319 shares

    0.22% of the 13F portfolio, value $529,474.

    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 10,860 shares
    Change vs previous 13F +3,920 shares

    0.27% of the 13F portfolio, value $542,457.

    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 6,940 shares
    Change vs previous 13F -1,416 shares

    0.19% of the 13F portfolio, value $343,252.

    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 8,356 shares
    Change vs previous 13F +3,245 shares

    0.25% of the 13F portfolio, value $423,064.

    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 5,111 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $256,930.

    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).