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Disclosery

Tidemark, LLC: XLV position timeline

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

Tidemark, LLC held 11,307 XLV 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 11,307 shares
    Change vs previous 13F +620 shares

    0.4% of the 13F portfolio, value $1,793,914.

    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 10,687 shares
    Change vs previous 13F -83 shares

    0.4% of the 13F portfolio, value $1,566,827.

    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 10,770 shares
    Change vs previous 13F +1,263 shares

    0.47% of the 13F portfolio, value $1,667,123.

    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 9,507 shares
    Change vs previous 13F +830 shares

    0.39% of the 13F portfolio, value $1,323,159.

    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 8,677 shares
    Change vs previous 13F +19 shares

    0.38% of the 13F portfolio, value $1,169,553.

    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 8,658 shares
    Change vs previous 13F +270 shares

    0.46% of the 13F portfolio, value $1,264,171.

    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 8,388 shares
    Change vs previous 13F -743 shares

    0.44% of the 13F portfolio, value $1,153,883.

    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 9,131 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,406,361.

    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).