Tidemark, LLC

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q4 2025
Holdings value ($000)
351,887
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/10/2026 658 351,887 13F-HR Tidemark, LLC
Q3 2025 11/3/2025 672 343,208 13F-HR Tidemark, LLC
Q2 2025 8/11/2025 696 310,253 13F-HR Tidemark, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 38.49 K 10.9% 0 58 -58
ETFs 313.4 K 89.1% 8.725 K 0 8.725 K
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Fund Snapshot

Q4 2025
Latest filed
2/10/2026
Total value ($000)
351,887
Holdings
658
QoQ value change ($000)
8,679 (2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.