SEC 13F Intelligence

Tmd Wealth Management, LLC / IPO

Tmd Wealth Management, LLC’s Renaissance Cap Greenwich Fd Position

Does Tmd Wealth Management, LLC own Renaissance Cap Greenwich Fd (IPO)? Not currently — the last reported position was 96.3K shares worth $6M in Q4 2021; the fund’s latest 13F (Q2 2024) no longer reports it.

Position Value
$6M
Q4 2021
Shares
96.3K
% of Portfolio
+2.07%
Quarters Held
1
position exited

Position History IPO

Reported value by quarter
Q4 ’21: $6MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202196.3K$6M+2.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tmd Wealth Management, LLC’s full portfolio or all institutional holders of IPO.