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Disclosery

Tidemark, LLC: WTMF position timeline

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

Tidemark, LLC held 432,433 WTMF 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 432,433 shares
    Change vs previous 13F +24,617 shares

    3.98% of the 13F portfolio, value $17,664,888.

    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 407,816 shares
    Change vs previous 13F +156,826 shares

    4.11% of the 13F portfolio, value $16,184,501.

    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 250,990 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $9,542,646.

    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).