13F Filings History of TIEDEMANN ADVISORS, LLC

Latest 13F report
Q3 2025 - 06 Nov 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 $2,332,164,340 as of Q3 2023. Top holdings included EFA, IJH, SPMD, ITOT, and STIP. AlTi Global, Inc. is reporting for TIEDEMANN ADVISORS, LLC.

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Holdings Value

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

Name Holdings Value Location File Number
AlTi Global, Inc. $4,262,619,696 New York, NY 028-23888
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 $0 13F-NT 05 Nov 2025, 18:02
Q2 2025 $0 13F-NT 30 Jul 2025, 20:08
Q1 2025 $0 13F-NT 15 May 2025, 11:12
Q4 2024 $0 13F-NT 14 Feb 2025, 11:58
Q3 2024 $0 13F-NT 14 Nov 2024, 16:03
Q2 2024 $0 13F-NT 14 Aug 2024, 16:21
Q1 2024 $0 13F-NT 15 May 2024, 09:42
Q4 2023 $0 13F-NT 14 Feb 2024, 15:02
Q3 2023 287 $2,332,164,340 +$248,120,532 -$196,585,479 +$51,535,053 EFA, IJH, SPMD, ITOT, STIP 13F-HR 14 Nov 2023, 13:09
Q2 2023 255 $2,351,771,641 +$202,083,752 -$123,151,382 +$78,932,370 EFA, SPMD, IJH, STIP, ITOT 13F-HR 20 Jul 2023, 10:22
Q1 2023 247 $2,200,922,039 +$344,704,598 -$290,001,460 +$54,703,138 SPMD, IJH, STIP, ITOT, EFA 13F-HR 26 Apr 2023, 19:07
Q4 2022 241 $2,087,714,879 +$367,658,865 -$50,562,929 +$317,095,936 SPMD, IJH, ITOT, STIP, EMLP 13F-HR 08 Feb 2023, 15:58
Q3 2022 232 $1,647,308,117 +$494,829,419 -$78,598,023 +$416,231,396 SPMD, IJH, ITOT, EMLP, VTI 13F-HR 28 Oct 2022, 06:29
Q2 2022 229 $1,326,378,038 +$193,131,007 -$74,580,597 +$118,550,410 SPMD, EMLP, VTI, IAU, XOM 13F-HR 02 Aug 2022, 20:51
Q1 2022 285 $1,967,043,000 +$127,660,020 -$103,952,902 +$23,707,118 SPMD, IJH, ITOT, VTI, EMLP 13F-HR 26 Apr 2022, 17:34
Q4 2021 276 $2,039,107,000 +$141,435,174 -$87,372,523 +$54,062,651 SPMD, IJH, ITOT, VTI, EMLP 13F-HR 08 Feb 2022, 16:44
Q3 2021 291 $1,875,909,000 +$43,159,898 -$656,245,877 -$613,085,979 SPMD, IJH, ITOT, VTI, EMLP 13F-HR 12 Nov 2021, 10:39
Q2 2021 359 $2,496,349,000 +$196,994,286 -$122,455,781 +$74,538,505 SPMD, IJH, ORCL, ITOT, VTI 13F-HR 12 Aug 2021, 16:56
Q1 2021 329 $2,283,187,000 +$140,555,696 -$77,355,968 +$63,199,728 SPMD, IJH, ORCL, ITOT, VTI 13F-HR 13 May 2021, 11:26
Q4 2020 315 $2,066,100,000 +$111,591,580 -$237,829,368 -$126,237,788 SPMD, IJH, ORCL, ITOT, VTI 13F-HR 12 Feb 2021, 16:40
Q3 2020 313 $2,070,285,186 +$257,032,731 -$106,358,433 +$150,674,298 SPMD, IJH, ORCL, ITOT, VTI 13F-HR 12 Nov 2020, 14:03
Q2 2020 293 $1,882,175,000 +$263,124,854 -$179,882,475 +$83,242,379 SPMD, IJH, ORCL, EMLP, ITOT Restatement 12 Nov 2020, 14:06
Q1 2020 292 $1,544,960,000 +$429,357,141 -$376,986,731 +$52,370,410 SPMD, ORCL, IJH, VTI, EMLP 13F-HR 07 May 2020, 15:37
Q4 2019 295 $2,085,635,000 +$116,134,542 -$170,303,495 -$54,168,953 DEEP, EMLP, ORCL, ITOT, AOM 13F-HR 12 Feb 2020, 11:49
Q3 2019 299 $2,082,118,306 +$251,859,011 -$138,214,820 +$113,644,191 DEEP, EMLP, ORCL, AOM, ITOT 13F-HR 06 Nov 2019, 15:34
Q2 2019 290 $1,996,127,000 +$214,550,529 -$204,056,154 +$10,494,375 DEEP, EMLP, ORCL, VGSH, AOM 13F-HR 13 Aug 2019, 16:33
Q1 2019 443 $2,122,169,000 +$150,541,910 -$201,836,810 -$51,294,900 DEEP, EMLP, ORCL, ITOT, EPD 13F-HR 13 May 2019, 15:08
Q4 2018 418 $1,955,989,000 +$634,400,189 -$95,985,293 +$538,414,896 DEEP, EMLP, ORCL, AOM, VPL 13F-HR 12 Feb 2019, 19:28
Q3 2018 307 $1,687,801,000 +$134,444,223 -$77,936,779 +$56,507,444 DEEP, ORCL, EMLP, AOM, SPY 13F-HR 13 Nov 2018, 15:20
Q2 2018 294 $1,565,766,000 +$281,274,788 -$206,017,805 +$75,256,983 DEEP, ORCL, EMLP, AOM, MOH Restatement 15 Aug 2018, 16:25
Q1 2018 263 $1,450,250,552 +$255,976,784 -$25,140,254 +$230,836,530 MOH, ORCL, DEEP, AOM, EMLP 13F-HR 10 May 2018, 20:50
Q4 2017 221 $1,292,253,458 $0 ORCL, MOH, DEEP, AOM, ITOT 13F-HR 14 Feb 2018, 16:23
Q3 2017 243 $936,175,000 $0 MOH, DEEP, AOM, ITOT, EPD Restatement 27 Nov 2017, 17:27
Q2 2017 428 $1,293,630,000 +$208,992,584 -$98,539,726 +$110,452,858 MOH, DEEP, AOM, XOM, ITOT 13F-HR 14 Aug 2017, 10:12
Q1 2017 385 $1,143,801,775 +$339,107,989 -$113,485,923 +$225,622,066 MOH, AOM, DEEP, XOM, EPD 13F-HR 09 May 2017, 14:07
Q4 2016 319 $976,621,125 +$651,451,426 -$92,988,405 +$558,463,021 MOH, AOM, XOM, EPD, XLP Restatement 10 May 2017, 10:10
Q3 2016 124 $473,856,296 +$365,770,127 -$539,262 +$365,230,865 XOM, DEEP, IJH, AOM, XLP 13F-HR 09 Nov 2016, 16:13
Q2 2016 55 $91,618,000 +$15,058,426 -$34,357,317 -$19,298,891 XLP, DEEP, URTH, AOM, EPD 13F-HR 12 Aug 2016, 11:29
Q1 2016 60 $121,849,486 +$26,008,216 -$149,106,466 -$123,098,250 SPY, XLP, IJH, DEEP, IVW 13F-HR 05 May 2016, 10:55
Q4 2015 54 $255,207,000 +$170,707,695 -$37,333,634 +$133,374,061 IVW, SPY, XLP, RPVXXXX, DXJ 13F-HR 28 Jan 2016, 15:25
Q3 2015 41 $123,005,000 +$60,539,041 -$10,168,368 +$50,370,673 XLP, DEEP, DXJ, IWV, IVW 13F-HR 21 Oct 2015, 10:25
Q2 2015 31 $97,611,000 +$46,532,936 -$931,317 +$45,601,619 XLP, DEEP, VEA, XLE, IWV 13F-HR 27 Jul 2015, 09:13
Q1 2015 24 $54,668,000 +$3,673,759 -$5,551,653 -$1,877,894 XLP, KMI, DEEP, EPD, WPZXXXX 13F-HR 12 May 2015, 13:07
Q4 2014 29 $63,595,000 +$24,154,902 -$114,232 +$24,040,670 XLP, KMI, DEEP, EPD, ETPXXXX 13F-HR 13 Feb 2015, 11:06
Q3 2014 39 $48,867,000 +$7,669,880 -$319,633 +$7,350,247 XLP, EPD, DXJ, IVW, SEP 13F-HR 12 Nov 2014, 05:10
Q2 2014 38 $42,665,000 +$8,348,751 -$365,208 +$7,983,543 XLP, EPD, IVW, WMB, ARLP 13F-HR 30 Jul 2014, 18:18
Q1 2014 29 $31,422,000 +$3,683,807 -$2,215,079 +$1,468,728 XLP, EPD, IVW, SEP, ARLP 13F-HR 25 Apr 2014, 14:14
Q4 2013 24 $29,047,000 $0 XLP, EPD, IVW, ARLP, SEP 13F-HR 10 Feb 2014, 11:04