| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS TOTAL STK MKT | 20 | Q3 2023 | 9.4% |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 20 | Q3 2023 | 5.9% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 4.0% |
| MICROSOFT CORP | 20 | Q3 2023 | 3.2% |
| APPLE INC. | 20 | Q3 2023 | 3.2% |
| SQUARE INC | 20 | Q3 2023 | 2.9% |
| FIRST TR EXCHANGE-TRADED FD | 20 | Q3 2023 | 4.6% |
| NVIDIA CORPORATION | 20 | Q3 2023 | 2.2% |
| Alphabet Inc Class A | 20 | Q3 2023 | 2.6% |
| INTERNATIONAL BUSINESS MACHS COM | 20 | Q3 2023 | 2.7% |
View Tidal Investments LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AdvisorShares Trust | February 12, 2015 | 32,973 | 4.7% |
View Tidal Investments LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-05-23 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-23 |
| 13F-HR | 2022-08-15 |
| D | 2022-07-11 |
| 13F-HR | 2022-05-20 |
View Tidal Investments LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.