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Disclosery

Tidemark, LLC: YYY position timeline

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

Tidemark, LLC held 15,276 YYY 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 15,276 shares
    Change vs previous 13F +587 shares

    0.04% of the 13F portfolio, value $176,130.

    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 14,689 shares
    Change vs previous 13F +80 shares

    0.04% of the 13F portfolio, value $162,025.

    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 14,609 shares
    Change vs previous 13F -1,330 shares

    0.05% of the 13F portfolio, value $168,151.

    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 15,939 shares
    Change vs previous 13F -5,399 shares

    0.05% of the 13F portfolio, value $188,238.

    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 21,338 shares
    Change vs previous 13F +976 shares

    0.08% of the 13F portfolio, value $249,873.

    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 20,362 shares
    Change vs previous 13F -6,042 shares

    0.09% of the 13F portfolio, value $232,335.

    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 26,404 shares
    Change vs previous 13F +173 shares

    0.12% of the 13F portfolio, value $304,177.

    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 26,231 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $323,429.

    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).