Filer Snapshot

TIEDEMANN TRUST CO

CIK 0001313345. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

12

Latest filing

12 Aug 2016

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2016. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

DEEP

$51.92M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 12 Aug 2016 for CIK 0001313345.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$524.9M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$524.9M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
DEEP XLP EPD AOM IJH
+15 moreSEP EEP MMP DSL IVW CPPL TEP PAA EQM FEI HEP TCP FEN URTH SRE

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

DEEP XLP EPD AOM IJH SEP EEP MMP
+12 moreDSL IVW CPPL TEP PAA EQM FEI HEP TCP FEN URTH SRE
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
200 Bellevue Parkway, Suite 525, Wilmington, DE, 19809
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 1 profile field available
Fiscal year end
31 December

Filer intelligence

What SEC filings say about TIEDEMANN TRUST CO

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $524.9M across 66 reported holdings for Q2 2016.
  • Largest parsed 13F holding: DEEP at $51.92M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 66 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2016 - 12 Aug 2016

Top 5 concentration

41%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$213.24M

Compared with $524.9M total 13F value.

Top 5 net change

-$20.13M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: EPD ยท Largest trim: XLP

DEEP XLP EPD AOM IJH Other holdings

DEEP

9.9%

Deep Value ETF

$51.92M

XLP

9.3%

Select Sector SPDR: Consumer Staples

$48.93M

EPD

7.9%

Enterprise Products Partners LP

$41.3M

AOM

7.6%

iShares Core Moderate Allocation ETF

$40.08M

IJH

5.9%

iShares Core S & P Midcap ETF

$31.02M

Latest update

What changed recently for TIEDEMANN TRUST CO

New filing available

Latest 13F period: Q2 2016. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Aug 2016

Page type

Filer profile

Latest period

Q2 2016

Institutional portfolio context was refreshed from a 13F filing filed on 12 Aug 2016.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

TIEDEMANN TRUST CO has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2016. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001313345 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
12
First seen
10 Feb 2014
Latest filing
12 Aug 2016
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

TIEDEMANN TRUST CO SEC filings TIEDEMANN TRUST CO 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 12 SEC filings for TIEDEMANN TRUST CO.

13F-HR

13F-HR filing

Filing date
12 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
05 May 2016
Reporting date
31 Mar 2016
SEC evidence
Open document Open filing
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13F-HR/A

13F-HR/A filing

Filing date
06 Apr 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
28 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
20 Oct 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
27 Jul 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 May 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
13 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
10 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
31 Jul 2014
Reporting date
30 Jun 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
25 Apr 2014
Reporting date
31 Mar 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Feb 2014
Reporting date
31 Dec 2013
SEC evidence
Open document Open filing
Next action
Verify source filing
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