Tidemark, LLC has disclosed its latest 13F-HR filing, revealing total holdings valued at approximately $460 million as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and asset allocations.

The 13F-HR filing, submitted on November 9, 2026, is a quarterly report required by the SEC, detailing the equity holdings of institutional investment managers. It reflects Tidemark's ongoing commitment to transparency and regulatory compliance, which is essential in the competitive landscape of investment management.

Background

Tidemark, LLC is a California-based investment management firm, incorporated under the EIN 931964694. The company operates primarily in the asset management sector, focusing on various investment strategies. The firm has recently filed multiple forms, including the latest 13F-HR on November 9, 2026, and prior filings on August 10, 2026, and May 7, 2026.

What the Filing Says

The filing indicates that Tidemark holds a total of 1,120 entries in its portfolio, with a combined value of $460,207,339. The report does not specify individual asset details or performance metrics, but it underscores the firm's active management approach.

Impact

This filing may impact various stakeholders, including investors, analysts, and competitors. Investors may gain insights into Tidemark's investment philosophy and strategic direction, while analysts will likely assess the implications of these holdings on market trends. Competitors in the investment management sector will be particularly interested in Tidemark's asset allocation and investment choices, as they navigate their own strategies in a dynamic market environment.

What's Next

The filing does not say what happens next, but it is expected that Tidemark will continue to monitor and adjust its investment strategies based on market conditions and performance assessments.