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Tidemark, LLC: XYLD position timeline

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

Tidemark, LLC held 4,159 XYLD 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 4,159 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $169,626.

    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 4,159 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $162,723.

    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 4,159 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $168,961.

    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 4,159 shares
    Change vs previous 13F -163 shares

    0.05% of the 13F portfolio, value $163,263.

    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 4,322 shares
    Change vs previous 13F +67 shares

    0.05% of the 13F portfolio, value $168,285.

    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 4,255 shares
    Change vs previous 13F +115 shares

    0.06% of the 13F portfolio, value $168,021.

    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 4,140 shares
    Change vs previous 13F +38 shares

    0.07% of the 13F portfolio, value $173,454.

    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 4,102 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $170,247.

    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).