Ownership history in Tidemark, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in LPL FINANCIAL (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 50 | -34 | -40.5% | 0.00% | $17K | $332.11 |
| 2025 Q2 | ADDED | 84 | +64 | +320.0% | 0.01% | $32K | $374.00 |
| 2025 Q1 | REDUCED | 20 | -451 | -95.8% | 0.00% | $7K | $326.04 |
| 2024 Q1 | UNCHANGED | 471 | — | 0% | 0.07% | $124K | $262.11 |
| 2023 Q4 | INITIATED | 471 | — | — | 0.07% | $107K | — |
As of 2025 Q4 — sorted by position size