$130 Million is the total value of Tidal Investments LLC's 115 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
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 | 2024-05-16 |
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 |
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.