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Wildermuth Fund (WESFX) Create: Alert

All | News | Filings
Date FiledTypeDescription
08/08/2023 N-PX Form N-PX - Annual Report of proxy voting record of management investment companies:
08/01/2023 497 Form 497 - Definitive materials:
06/29/2023 497 Form 497 - Definitive materials:
06/09/2023 N-CSR Form N-CSR - Certified Shareholder Report:
05/25/2023 NPORT-P Form NPORT-P - Monthly Portfolio Investments Report on Form N-PORT (Public):
05/19/2023 497 Form 497 - Definitive materials:
03/31/2023 N-23C3A Form N-23C3A - Notification of periodic repurchase offer [Rule 23c-3(b) only]:
02/28/2023 NPORT-P Form NPORT-P - Monthly Portfolio Investments Report on Form N-PORT (Public):
02/24/2023 40-17G Form 40-17G - Fidelity Bond [Rule 17G-1(g)]:
02/02/2023 4 LEWIS ANTHONY H (Director) has filed a Form 4 on Wildermuth Fund
Txns: Small acquisition of 7 shares @ $13.56, valued at $89.8
Small acquisition of 8 shares @ $13.12, valued at $102.8
Small acquisition of 12 shares @ $12.94, valued at $160.5
Small acquisition of 413 shares @ $12.12, valued at $5k
02/02/2023 4 Form 4 - Statement of changes in beneficial ownership of securities:
02/02/2023 4 Form 4 - Statement of changes in beneficial ownership of securities:
12/30/2022 N-23C3A Form N-23C3A - Notification of periodic repurchase offer [Rule 23c-3(b) only]:
12/08/2022 N-CSRS Form N-CSRS - Certified Shareholder Report, Semi-Annual:
11/28/2022 NPORT-P Form NPORT-P - Monthly Portfolio Investments Report on Form N-PORT (Public):
11/02/2022 424B3 Form 424B3 - Prospectus [Rule 424(b)(3)]:
09/30/2022 N-23C3A Form N-23C3A - Notification of periodic repurchase offer [Rule 23c-3(b) only]:
08/29/2022 NPORT-P Form NPORT-P - Monthly Portfolio Investments Report on Form N-PORT (Public):
08/22/2022 N-PX Form N-PX - Annual Report of proxy voting record of management investment companies:
08/04/2022 4 LEWIS ANTHONY H (Director) has filed a Form 4 on Wildermuth Fund
Txns: Small acquisition of 5,000 shares @ $13.68, valued at $68.4k
08/04/2022 4 Form 4 - Statement of changes in beneficial ownership of securities:
08/04/2022 4 Form 4 - Statement of changes in beneficial ownership of securities:
07/29/2022 486BPOS Form 486BPOS - Post-effective amendment [Rule 485(b)]:
06/30/2022 N-23C3A Form N-23C3A - Notification of periodic repurchase offer [Rule 23c-3(b) only]:
06/28/2022 24F-2NT Form 24F-2NT - Rule 24F-2 notice:
06/14/2022 N-CEN Form N-CEN - Annual Report for Registered Investment Companies:
06/09/2022 N-CSR Form N-CSR - Certified Shareholder Report:
05/24/2022 NPORT-P Form NPORT-P - Monthly Portfolio Investments Report on Form N-PORT (Public):
05/16/2022 5/A LEWIS ANTHONY H (Member of Board of Trustees) has filed a Form 5/A on Wildermuth Fund
05/12/2022 5 Wildermuth Daniel Lloyd (CEO and Chairman of the Board) has filed a Form 5 on Wildermuth Fund
05/12/2022 5 Wildermuth Carol Jean (Pres Wildermuth Securities) has filed a Form 5 on Wildermuth Fund
05/12/2022 5 LEWIS ANTHONY H (Member of Board of Trustees) has filed a Form 5 on Wildermuth Fund
05/12/2022 5 Form 5 - Annual statement of changes in beneficial ownership of securities:
04/29/2022 486BPOS Form 486BPOS - Post-effective amendment [Rule 485(b)]:
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