Trademark Financial Management, LLC

Q2 2026 13F Holdings

Location
Bloomington, MN
Holdings as of
6/30/2026
Value
$244M
Num holdings
107
Date filed
7/27/2026
Form type
13F-HR
Prev filing
4/27/2026
Next filing
10/23/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type