Skip to content
Disclosery

Trademark Financial Management, LLC: WCPB position timeline

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

Trademark Financial Management, LLC held 18,507 WCPB 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 18,507 shares
    Change vs previous 13F +5,413 shares

    0.19% of the 13F portfolio, value $469,152.

    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 13,094 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $331,147.

    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).