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Disclosery

Tidemark, LLC: IUSG position timeline

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

Tidemark, LLC held 1,802 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,802 shares
    Change vs previous 13F -124 shares

    0.08% of the 13F portfolio, value $338,938.

    13F-HR 0002009591-26-000006 filed by Tidemark, 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 1,926 shares
    Change vs previous 13F +1,926 shares

    0.08% of the 13F portfolio, value $298,742.

    13F-HR 0002009591-26-000004 filed by Tidemark, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -53 shares

    13F-HR 0001855205-25-000046 filed by Tidemark, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 53 shares
    Change vs previous 13F -175 shares

    <0.01% of the 13F portfolio, value $6,735.

    13F-HR 0001855205-25-000028 filed by Tidemark, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 228 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $31,756.

    13F-HR 0001855205-25-000003 filed by Tidemark, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 227 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,007.

    13F-HR 0001855205-24-000055 filed by Tidemark, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).