GWM
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Gilpin Wealth Management’s Tidewater TDW Stock Holding History

Gilpin Wealth Management’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$487 Sell
6
-1
-14% -$84 ﹤0.01% 850
2026
Q2 		$467 Buy
7
+1
+17% +$79 ﹤0.01% 701
2026
Q1 		$502 Buy
6
+3
+100% +$209 ﹤0.01% 618
2025
Q4 		$152 Buy
+3
New +$158 ﹤0.01% 729

Other funds holding TDW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's TDW Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Tidewater (TDW) stake by 14% in Q3 2026, selling an estimated $84 and leaving 6 shares worth $487. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Gilpin Wealth Management first reported a position in TDW in Q4 2025 and has held it in 4 quarters since. The position peaked at $502 in Q1 2026. 9 funds tracked by Wall St. Rank hold TDW as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of Tidewater worth $487 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Tidewater share in Q3 2026, an estimated $84.
  • Tidewater made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #850 holding.
  • Gilpin Wealth Management first reported a position in Tidewater in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Tidewater position peaked at $502 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Tidewater as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.