Number of Shares
140,647
Previous 51,524 172.97%
Holding current value
$4.97 Billion
Previous $1.77 Billion 181.49%
% of portfolio
3.04%
Previous 1.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
N/A
89,123 Added 172.97%
140,647 $4.97 Billion
Q1 2025

Apr 25, 2025

BUY
N/A
51,524 New
51,524 $1.77 Billion
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.