0001398344-22-001408.txt : 20220131 0001398344-22-001408.hdr.sgml : 20220131 20220131113132 ACCESSION NUMBER: 0001398344-22-001408 CONFORMED SUBMISSION TYPE: 5 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220131 DATE AS OF CHANGE: 20220131 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Wildermuth Daniel Lloyd CENTRAL INDEX KEY: 0001678040 FILING VALUES: FORM TYPE: 5 SEC ACT: 1934 Act SEC FILE NUMBER: 811-22888 FILM NUMBER: 22572021 MAIL ADDRESS: STREET 1: 1263 PONTE VEDRA BEACH BLVD CITY: PONTE VEDRA BEACH STATE: FL ZIP: 32082 FORMER NAME: FORMER CONFORMED NAME: Wildermuth Daniel LLoyd DATE OF NAME CHANGE: 20200204 FORMER NAME: FORMER CONFORMED NAME: Wildermuth Daniel DATE OF NAME CHANGE: 20160623 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Wildermuth Carol Jean CENTRAL INDEX KEY: 0001678041 FILING VALUES: FORM TYPE: 5 SEC ACT: 1934 Act SEC FILE NUMBER: 811-22888 FILM NUMBER: 22572022 MAIL ADDRESS: STREET 1: 1263 PONTE VEDRA BEACH BLVD CITY: PONTE VEDRA BEACH STATE: FL ZIP: 32082 FORMER NAME: FORMER CONFORMED NAME: Wildermuth Carol DATE OF NAME CHANGE: 20160623 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Wildermuth Fund CENTRAL INDEX KEY: 0001586009 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 818 A1A HWY N STREET 2: SUITE 301 CITY: PONTE VEDRA BEACH STATE: FL ZIP: 32082 BUSINESS PHONE: (678) 222-1100 MAIL ADDRESS: STREET 1: 818 A1A HWY N STREET 2: SUITE 301 CITY: PONTE VEDRA BEACH STATE: FL ZIP: 32082 FORMER COMPANY: FORMER CONFORMED NAME: Wildermuth Endowment Fund DATE OF NAME CHANGE: 20180905 FORMER COMPANY: FORMER CONFORMED NAME: Wildermuth Endowment Strategy Fund DATE OF NAME CHANGE: 20130905 5 1 fp0072352_5.xml X0306 5 2021-12-31 0 0 0 0001586009 Wildermuth Fund WESFX 0001678041 Wildermuth Carol Jean 1263 PONTE VEDRA BEACH BLVD PONTE VEDRA BEACH FL 32082 0 1 0 0 Pres Wildermuth Securities 0001678040 Wildermuth Daniel Lloyd 1263 PONTE VEDRA BEACH BLVD PONTE VEDRA BEACH FL 32082 1 1 0 0 CEO & Chairman of the Board Wildermuth Fund CL A 2021-03-26 5 P 0 1.762 13.51 A 593.909 I By child Wildermuth Fund CL A 2021-06-25 5 P 0 2.004 13.99 A 595.913 I By child Wildermuth Fund CL A 2021-09-24 5 P 0 1.022 14.29 A 596.935 I By child Wildermuth Fund CL A 2021-12-28 5 P 0 34.51 13.57 A 631.445 I By child Carol Wildermuth 2022-01-19