OEF ISHARES S&P

Ownership history in Tidemark, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in ISHARES S&P (OEF). 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.

Peak position
3.83% (2025 Q3)
Avg. % of fund
2.37%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,491 -12,981 -32.9% 2.58% $9.1M $342.01
2025 Q3 ADDED 39,472 +18,853 +91.4% 3.83% $13.1M $331.08
2025 Q2 ADDED 20,619 +10,159 +97.1% 2.02% $6.3M $302.08
2025 Q1 INITIATED 10,460 1.04% $2.8M $268.23
% of Fund (quarterly)    OEF price (monthly, adj. close)
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