Latest filings (excl ownership)
NT-NCSR
Notice of inability to timely file Form N-CSR
10 Jun 24
NT-NCEN
Notice of inability to timely file Form N-CEN
10 Jun 24
DEFA14A
Additional proxy soliciting materials
8 Feb 24
DEFA14A
Additional proxy soliciting materials
23 Jan 24
DEFA14A
Additional proxy soliciting materials
23 Jan 24
DEFA14A
Additional proxy soliciting materials
19 Jan 24
DEFA14A
Additional proxy soliciting materials
2 Jan 24
DEF 14A
Definitive proxy
2 Jan 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
8 Dec 23
PRE 14A
Preliminary proxy
22 Nov 23
N-PX
Annual report of proxy voting record
8 Aug 23
N-CEN
Annual report (registered investment company)
14 Jun 23
N-CSR
Certified annual shareholder report (management investment company)
9 Jun 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
8 Dec 22
424B3
Prospectus supplement
2 Nov 22
N-PX
Annual report of proxy voting record
22 Aug 22
N-CEN
Annual report (registered investment company)
14 Jun 22
N-CSR
Certified annual shareholder report (management investment company)
9 Jun 22
N-CEN
Annual report (registered investment company)
15 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
10 Mar 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
7 Sep 21
N-PX
Annual report of proxy voting record
25 Aug 21
N-CEN
Annual report (registered investment company)
16 Mar 21
N-CSR
Certified annual shareholder report (management investment company)
9 Mar 21
CORRESP
Correspondence with SEC
1 Mar 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 Sep 20
EFFECT
Notice of effectiveness
31 Aug 20
CORRESP
Correspondence with SEC
27 Aug 20
N-PX
Annual report of proxy voting record
19 Aug 20
NT N-CEN
Annual report, filed late (registered investment company)
30 Jun 20
N-CSR
Certified annual shareholder report (management investment company)
29 Jun 20
NT-NCEN
Notice of inability to timely file Form N-CEN
16 Mar 20
NT-NCSR
Notice of inability to timely file Form N-CSR
9 Mar 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Sep 19
N-PX
Annual report of proxy voting record
27 Aug 19
N-CEN
Annual report (registered investment company)
15 Mar 19
N-CSR
Certified annual shareholder report (management investment company)
11 Mar 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
7 Sep 18
N-PX
Annual report of proxy voting record
27 Aug 18
EFFECT
Notice of effectiveness
27 Jun 18
Latest ownership filings
NPORT-P
Wildermuth Fund (Mar 2024 report)
29 May 24
5
ANTHONY H LEWIS
14 May 24
5
RANDY FRETZ
14 May 24
NPORT-P
Wildermuth Fund (Dec 2023 report)
28 Feb 24
5
Amanda Coetzee
13 Feb 24
5
Candice Amanda Lightfoot
13 Feb 24
3
Mitchell Mansfield
29 Nov 23
3
Samuel Cole
29 Nov 23
NPORT-P
Wildermuth Fund (Sep 2023 report)
21 Nov 23
NPORT-P
Wildermuth Fund (Jun 2023 report)
28 Aug 23
NPORT-P
Wildermuth Fund (Mar 2023 report)
25 May 23
NPORT-P
Wildermuth Fund (Dec 2022 report)
28 Feb 23
4
ANTHONY H LEWIS
2 Feb 23
4
RANDY FRETZ
2 Feb 23
4
Donald R Henry
2 Feb 23
NPORT-P
Wildermuth Fund (Sep 2022 report)
28 Nov 22
NPORT-P
Wildermuth Fund (Jun 2022 report)
29 Aug 22
4
ANTHONY H LEWIS
4 Aug 22
4
RANDY FRETZ
4 Aug 22
4
Donald R Henry
4 Aug 22
NPORT-P
Wildermuth Fund (Mar 2022 report)
24 May 22
5/A
ANTHONY H LEWIS
16 May 22
5
Daniel Lloyd Wildermuth
12 May 22
5
Daniel Lloyd Wildermuth
12 May 22
5
ANTHONY H LEWIS
12 May 22
5
RANDY FRETZ
12 May 22
NPORT-P
Wildermuth Fund (Dec 2021 report)
23 Feb 22
4
RANDY FRETZ
3 Feb 22
4
ANTHONY H LEWIS
3 Feb 22
4
Donald R Henry
3 Feb 22
5
Daniel Lloyd Wildermuth
31 Jan 22
5
Candice Amanda Lightfoot
31 Jan 22
5
ANTHONY H LEWIS
27 Jan 22
5
RANDY FRETZ
27 Jan 22
5
R. Martel Day
27 Jan 22
5
Daniel Lloyd Wildermuth
27 Jan 22
4
Candice Amanda Lightfoot
7 Dec 21
4
Donald R Henry
7 Dec 21
3
Donald R Henry
30 Nov 21
NPORT-P
Wildermuth Endowment Fund (Sep 2021 report)
23 Nov 21