13F Filings History of Tilia Fiduciary Partners, Inc.

Latest 13F report
Q3 2025 - Oct 10, 2025
Value $
$173M
Signature - Title
Ryan Casey - CCO
Location
Wilmington, NC
Summary
This page shows a list of all the recent 13F filings made by Tilia Fiduciary Partners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tilia Fiduciary Partners, Inc. reported 114 stock holdings with total value $173M as of Q3 2025. Top holdings included VIGI, AAPL, MSFT, GOOGL, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 114 $173M +$10.1M -$10.1M -$12.1K VIGI, AAPL, MSFT, GOOGL, BRKB 13F-HR 10/10/2025, 02:16 PM
Q2 2025 115 $164M +$5.61M -$2.43M +$3.18M AAPL, MSFT, VIGI, BRKB, V 13F-HR 7/21/2025, 02:22 PM
Q1 2025 113 $150M +$22.5M -$15.2M +$7.31M AAPL, BRKB, MSFT, VIGI, V 13F-HR 4/14/2025, 11:34 AM
Q4 2024 106 $147M +$10.8M -$2.2M +$8.56M AAPL, MSFT, BRKB, GOOGL, VIGI 13F-HR 1/10/2025, 03:51 PM
Q3 2024 104 $144M +$15.6M -$6.31M +$9.26M AAPL, MSFT, BRKB, VIGI, GOOGL 13F-HR 10/8/2024, 03:15 PM
Q2 2024 97 $128M +$6.07M -$1.27M +$4.8M AAPL, MSFT, GOOGL, VIGI, BAH 13F-HR 7/11/2024, 12:48 PM
Q1 2024 97 $123M +$13M -$5.61M +$7.38M AAPL, MSFT, VIGI, GOOGL, AMD 13F-HR 4/12/2024, 10:05 AM
Q4 2023 95 $107M +$5.8M -$5.56M +$232K AAPL, MSFT, VIGI, GOOGL, V 13F-HR 1/12/2024, 09:53 AM
Q3 2023 93 $96M +$4.53M -$1.57M +$2.96M AAPL, MSFT, VIGI, GOOGL, V 13F-HR 10/10/2023, 11:44 AM
Q2 2023 530 $112M +$10.4M -$9.08M +$1.34M AAPL, MSFT, VIGI, TIP, GOOGL 13F-HR 7/13/2023, 03:42 PM
Q1 2023 516 $105M +$4.28M -$9.33M -$5.05M AAPL, MSFT, TIP, SCHP, VIGI 13F-HR 5/10/2023, 12:32 PM
Q4 2022 509 $104M +$2.92M -$3.23M -$310K AAPL, PEP, TIP, SCHP, MSFT 13F-HR 2/10/2023, 02:31 PM
Q3 2022 486 $99M +$9.38M -$7.5M +$1.89M AAPL, PEP, TIP, SCHP, VTIP 13F-HR 10/26/2022, 08:29 PM
Q2 2022 500 $105M +$7.84M -$2.43M +$5.41M AAPL, TIP, SCHP, PEP, IGSB 13F-HR 8/1/2022, 09:23 AM
Q1 2022 516 $118M +$4.5M -$2.07M +$2.43M AAPL, TIP, SCHP, PEP, AMZN 13F-HR 4/18/2022, 02:49 PM
Q4 2021 540 $124M TIP, AAPL, SCHP, PEP, IGSB 13F-HR 2/14/2022, 04:05 PM