Current Market Value 310,253,353
Current Holdings 696
Most Recent File Date 2025-08-11
Total Filings on Record 7
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Tidemark, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 696 310,253
2025-05-09 2025-03-31 13F-HR 704 272,570
2025-02-10 2024-12-31 13F-HR 621 261,063
2024-11-07 2024-09-30 13F-HR 627 243,800
2024-08-12 2024-06-30 13F-HR 621 217,454
2024-05-13 2024-03-31 13F-HR 694 179,259
2024-02-09 2023-12-31 13F-HR 693 159,761