Skip to content
Disclosery

Tidemark, LLC: SCHD position timeline

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

Tidemark, LLC held 21,066 SCHD 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 21,066 shares
    Change vs previous 13F +90 shares

    0.15% of the 13F portfolio, value $668,003.

    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 20,976 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $643,544.

    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 ended2025-12-31
    13F 20,976 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $575,370.

    13F-HR 0002009591-26-000002 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).

  4. period ended2025-09-30
    13F 20,976 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $572,646.

    13F-HR 0002009591-25-000003 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).

  5. period ended2025-06-30
    13F 20,976 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $555,865.

    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).

  6. period ended2025-03-31
    13F 20,976 shares
    Change vs previous 13F -222 shares

    0.22% of the 13F portfolio, value $586,488.

    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).

  7. period ended2024-12-31
    13F 21,198 shares
    Change vs previous 13F +14,213 shares

    0.22% of the 13F portfolio, value $579,136.

    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).

  8. period ended2024-09-30
    13F 6,985 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $590,474.

    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).