Trademark Financial Management, LLC

Q1 2026 13F Holdings

Location
Bloomington, MN
Holdings as of
3/31/2026
Value ($000)
$204,143
Num holdings
102
Date filed
4/27/2026
Form type
13F-HR
Prev filing
1/28/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type