TIEDEMANN ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Signature - Title
Whitney Fogle Lewis - General Counsel
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by TIEDEMANN ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TIEDEMANN ADVISORS, LLC reported 287 stock holdings with total value $2.33B as of Q3 2023. Top holdings included EFA, IJH, SPMD, ITOT, and STIP. AlTi Global, Inc. is reporting for TIEDEMANN ADVISORS, LLC.
Holdings Value

AlTi Global, Inc. is reporting for TIEDEMANN ADVISORS, LLC:

Name Holdings Value Location File Number
AlTi Global, Inc. $4.14B New York, NY 028-23888
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 13F-NT 2/14/2025, 11:58 AM
Q3 2024 13F-NT 11/14/2024, 04:03 PM
Q2 2024 13F-NT 8/14/2024, 04:21 PM
Q1 2024 13F-NT 5/15/2024, 09:42 AM
Q4 2023 13F-NT 2/14/2024, 03:02 PM
Q3 2023 287 $2.33B +$248M -$197M +$51.5M EFA, IJH, SPMD, ITOT, STIP 13F-HR 11/14/2023, 01:09 PM
Q2 2023 255 $2.35B +$202M -$123M +$78.9M EFA, SPMD, IJH, STIP, ITOT 13F-HR 7/20/2023, 10:22 AM
Q1 2023 247 $2.2B +$345M -$290M +$54.7M SPMD, IJH, STIP, ITOT, EFA 13F-HR 4/26/2023, 07:07 PM
Q4 2022 241 $2.09B +$368M -$50.6M +$317M SPMD, IJH, ITOT, STIP, EMLP 13F-HR 2/8/2023, 03:58 PM
Q3 2022 232 $1.65B +$495M -$78.6M +$416M SPMD, IJH, ITOT, EMLP, VTI 13F-HR 10/28/2022, 06:29 AM
Q2 2022 229 $1.33B +$193M -$74.6M +$119M SPMD, EMLP, VTI, IAU, XOM 13F-HR 8/2/2022, 08:51 PM
Q1 2022 285 $1.97B +$128M -$104M +$23.7M SPMD, IJH, ITOT, VTI, EMLP 13F-HR 4/26/2022, 05:34 PM
Q4 2021 276 $2.04B +$141M -$87.4M +$54.1M SPMD, IJH, ITOT, VTI, EMLP 13F-HR 2/8/2022, 04:44 PM
Q3 2021 291 $1.88B +$43.2M -$656M -$613M SPMD, IJH, ITOT, VTI, EMLP 13F-HR 11/12/2021, 10:39 AM
Q2 2021 359 $2.5B +$197M -$122M +$74.5M SPMD, IJH, ORCL, ITOT, VTI 13F-HR 8/12/2021, 04:56 PM
Q1 2021 329 $2.28B +$141M -$77.4M +$63.2M SPMD, IJH, ORCL, ITOT, VTI 13F-HR 5/13/2021, 11:26 AM
Q4 2020 315 $2.07B +$112M -$238M -$126M SPMD, IJH, ORCL, ITOT, VTI 13F-HR 2/12/2021, 04:40 PM
Q3 2020 313 $2.07B +$257M -$106M +$151M SPMD, IJH, ORCL, ITOT, VTI 13F-HR 11/12/2020, 02:03 PM
Q2 2020 293 $1.88B +$263M -$180M +$83.2M SPMD, IJH, ORCL, EMLP, ITOT Restatement 11/12/2020, 02:06 PM
Q1 2020 292 $1.54B +$429M -$377M +$52.4M SPMD, ORCL, IJH, VTI, EMLP 13F-HR 5/7/2020, 03:37 PM
Q4 2019 295 $2.09B +$116M -$170M -$54.2M DEEP, EMLP, ORCL, ITOT, AOM 13F-HR 2/12/2020, 11:49 AM
Q3 2019 299 $2.08B +$252M -$138M +$114M DEEP, EMLP, ORCL, AOM, ITOT 13F-HR 11/6/2019, 03:34 PM
Q2 2019 290 $2B +$215M -$204M +$10.5M DEEP, EMLP, ORCL, VGSH, AOM 13F-HR 8/13/2019, 04:33 PM
Q1 2019 443 $2.12B +$151M -$202M -$51.3M DEEP, EMLP, ORCL, ITOT, EPD 13F-HR 5/13/2019, 03:08 PM
Q4 2018 418 $1.96B +$634M -$96M +$538M DEEP, EMLP, ORCL, AOM, VPL 13F-HR 2/12/2019, 07:28 PM
Q3 2018 307 $1.69B +$134M -$77.9M +$56.5M DEEP, ORCL, EMLP, AOM, SPY 13F-HR 11/13/2018, 03:20 PM
Q2 2018 294 $1.57B +$281M -$206M +$75.3M DEEP, ORCL, EMLP, AOM, MOH Restatement 8/15/2018, 04:25 PM
Q1 2018 263 $1.45B +$256M -$25.1M +$231M MOH, ORCL, DEEP, AOM, EMLP 13F-HR 5/10/2018, 08:50 PM
Q4 2017 221 $1.29B ORCL, MOH, DEEP, AOM, ITOT 13F-HR 2/14/2018, 04:23 PM
Q3 2017 243 $936M MOH, DEEP, AOM, ITOT, EPD Restatement 11/27/2017, 05:27 PM
Q2 2017 428 $1.29B +$209M -$98.5M +$110M MOH, DEEP, AOM, XOM, ITOT 13F-HR 8/14/2017, 10:12 AM
Q1 2017 385 $1.14B +$339M -$113M +$226M MOH, AOM, DEEP, XOM, EPD 13F-HR 5/9/2017, 02:07 PM
Q4 2016 319 $977M +$651M -$93M +$558M MOH, AOM, XOM, EPD, XLP Restatement 5/10/2017, 10:10 AM
Q3 2016 124 $474M +$366M -$539K +$365M XOM, DEEP, IJH, AOM, XLP 13F-HR 11/9/2016, 04:13 PM
Q2 2016 55 $91.6M +$15.1M -$34.4M -$19.3M XLP, DEEP, URTH, AOM, EPD 13F-HR 8/12/2016, 11:29 AM
Q1 2016 60 $122M +$26M -$149M -$123M SPY, XLP, IJH, DEEP, IVW 13F-HR 5/5/2016, 10:55 AM
Q4 2015 54 $255M +$171M -$37.3M +$133M IVW, SPY, XLP, RPVXXXX, DXJ 13F-HR 1/28/2016, 03:25 PM
Q3 2015 41 $123M +$60.5M -$10.2M +$50.4M XLP, DEEP, DXJ, IWV, IVW 13F-HR 10/21/2015, 10:25 AM
Q2 2015 31 $97.6M +$46.5M -$931K +$45.6M XLP, DEEP, VEA, XLE, IWV 13F-HR 7/27/2015, 09:13 AM
Q1 2015 24 $54.7M +$3.67M -$5.55M -$1.88M XLP, KMI, DEEP, EPD, WPZXXXX 13F-HR 5/12/2015, 01:07 PM
Q4 2014 29 $63.6M +$24.2M -$114K +$24M XLP, KMI, DEEP, EPD, ETPXXXX 13F-HR 2/13/2015, 11:06 AM
Q3 2014 39 $48.9M +$7.67M -$320K +$7.35M XLP, EPD, DXJ, IVW, SEP 13F-HR 11/12/2014, 05:10 AM
Q2 2014 38 $42.7M +$8.35M -$365K +$7.98M XLP, EPD, IVW, WMB, ARLP 13F-HR 7/30/2014, 06:18 PM
Q1 2014 29 $31.4M +$3.68M -$2.22M +$1.47M XLP, EPD, IVW, SEP, ARLP 13F-HR 4/25/2014, 02:14 PM
Q4 2013 24 $29M XLP, EPD, IVW, ARLP, SEP 13F-HR 2/10/2014, 11:04 AM