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Disclosery

Tidemark, LLC: XLK position timeline

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

Tidemark, LLC held 2,650 XLK 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 2,650 shares
    Change vs previous 13F -1,530 shares

    0.11% of the 13F portfolio, value $504,949.

    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 4,180 shares
    Change vs previous 13F -1,453 shares

    0.14% of the 13F portfolio, value $555,502.

    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 5,633 shares
    Change vs previous 13F +1,727 shares

    0.23% of the 13F portfolio, value $810,966.

    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 3,906 shares
    Change vs previous 13F -17,298 shares

    0.32% of the 13F portfolio, value $1,100,854.

    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 21,204 shares
    Change vs previous 13F -603 shares

    1.73% of the 13F portfolio, value $5,369,506.

    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 21,807 shares
    Change vs previous 13F +2,082 shares

    1.65% of the 13F portfolio, value $4,502,616.

    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 19,725 shares
    Change vs previous 13F +633 shares

    1.76% of the 13F portfolio, value $4,586,548.

    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 19,092 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,310,374.

    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).