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