Filer Snapshot

Wildermuth Fund

CIK 0001586009. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

15

Latest filing

14 May 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: SEC filing timeline only. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

5 filed on 14 May 2024 for CIK 0001586009.

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At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
3948 3 Rd Street South, #89, Jacksonville Beach, FL, 32250-5847
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
31 December
Former names on EDGAR
Wildermuth Endowment Fund (to 08 Dec 2021), Wildermuth Endowment Strategy Fund (to 27 Aug 2018)

Filer intelligence

What SEC filings say about Wildermuth Fund

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

No XML rows yet
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

No parsed ownership summary yet

We still show the SEC filing timeline below. The intelligence summary will populate when parsed 13F, 13D/G, or Forms 3/4/5 data exists for this CIK.

SEC filing record

CIK 0001586009 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
15
First seen
15 Jul 2021
Latest filing
14 May 2024
Entity
Company

Observed form types

3 4 5

Latest Filings

Showing the latest 12 of 15 SEC filings for Wildermuth Fund.

5

5 filing

Filing date
14 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
5

5 filing

Filing date
14 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
5

5 filing

Filing date
13 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
5

5 filing

Filing date
13 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
5

5 filing

Filing date
12 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
5

5 filing

Filing date
12 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
5

5 filing

Filing date
31 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
5

5 filing

Filing date
31 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
5

5 filing

Filing date
27 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
5

5 filing

Filing date
27 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
07 Dec 2021
Reporting date
10 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 Aug 2021
Reporting date
26 Feb 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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