A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

TIEDEMANN ADVISORS, LLC

CIK 0001483232. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

Latest Filing

15 May 2026

Industry

n/a

Follow future filing-backed changes

Save this filer to return when a new filing changes the portfolio, large-stake, insider, or company context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it

Best next click

Start with the summary below, then verify the strongest source-backed page for this filer.

Open 13F if you want portfolio holdings.
Open 13D/G or insider pages only when this CIK has those rows.

Open 13F portfolio

Source: SEC Schedule 13D/G

SCHEDULE 13G filed on 15 May 2026 for CIK 0001483232.

View Source Filing

Business address: 22 Vanderbilt, 27 Th Floor, New York, NY, 10017
Top ownership issuers: Fortress Net Lease REIT
Top Schedule 13G issuers: Fortress Net Lease REIT
State of incorporation: DE
Fiscal year end: 31 December
Former names: TIEDEMANN WEALTH MANAGEMENT, LLC (to 14 Feb 2018)

Filer intelligence

What SEC filings say about TIEDEMANN ADVISORS, LLC

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 $2.33B across 272 reported holdings for Q3 2023.
Largest parsed 13F holding: EFA at $350.85M.
1 recent 13D/G stake row found; top row is Fortress Net Lease REIT at 9.5% ownership.
Forms 3/4/5 show insider context for Fortress Net Lease REIT worth $131.56M.

SEC source mix

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

XML parsed

13F portfolio 272 rows

Quarterly institutional portfolio holdings.

Open

13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

Open

Forms 3/4/5 1 rows

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.

Q3 2023 - 14 Nov 2023

Top 5 concentration

51%

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

Top 5 reported value

$1.19B

Compared with $2.33B total 13F value.

Top 5 net change

+$4.66M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: EFA · Largest trim: STIP

EFA IJH SPMD ITOT STIP Other holdings

EFA

15%

Ishares Tr

$350.85M

IJH

11.1%

Ishares Tr

$258.56M

SPMD

10.8%

Spdr Ser Tr

$251.77M

ITOT

7.6%

Ishares Tr

$178.16M

STIP

6.3%

Ishares Tr

$147.4M

13D/G large-stake context

Fortress Net Lease REIT

31 Mar 2026 · Class F Common Shares of Beneficial Interest, par value $0.01 per share

9.5%

Issuer page 13D/G history

Forms 3/4/5 insider context

Fortress Net Lease REIT

16 Apr 2025 · 10% owner

$131.56M

Issuer page Owner page

Latest update

What changed recently for TIEDEMANN ADVISORS, LLC

New filing available

Latest Schedule 13D/G period: 31 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Filer profile

Latest period

31 Mar 2026

Schedule 13D/G context is visible from filings filed on 15 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

TIEDEMANN ADVISORS, LLC 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 Schedule 13D/G period: 31 Mar 2026. 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.

Open company facts Browse metric rankings

SEC filing record

CIK 0001483232 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

First seen

09 Feb 2010

Latest filing

15 May 2026

Entity

Company

Observed form types

SCHEDULE 13G 13F-NT SCHEDULE 13G/A N-PX 4 3 SC 13G 13F-HR 13F-HR/A

Primary evidence

Open SEC filing index TIEDEMANN ADVISORS, LLC SEC filings TIEDEMANN ADVISORS, LLC 13F portfolio TIEDEMANN ADVISORS, LLC 13D/G history TIEDEMANN ADVISORS, LLC owner filings

Latest Filings

Recent SEC filings for TIEDEMANN ADVISORS, LLC with direct links to document and filing folders.

SCHEDULE 13G

SCHEDULE 13G filing

Filing date: 15 May 2026
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

13F-NT filing

Filing date: 07 May 2026
Reporting date: 31 Mar 2026
SEC evidence: Open document Open filing
Next action: Verify source filing

SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date: 13 Feb 2026
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

13F-NT filing

Filing date: 13 Feb 2026
Reporting date: 31 Dec 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date: 13 Nov 2025
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

13F-NT filing

Filing date: 06 Nov 2025
Reporting date: 30 Sep 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

N-PX File 028-13688

N-PX filing

Filing date: 29 Aug 2025
Reporting date: 30 Jun 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

13F-NT filing

Filing date: 31 Jul 2025
Reporting date: 30 Jun 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date: 15 May 2025
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

SCHEDULE 13G

SCHEDULE 13G filing

Filing date: 15 May 2025
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

13F-NT filing

Filing date: 15 May 2025
Reporting date: 31 Mar 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 000-56632

4 filing

Filing date: 22 Apr 2025
Reporting date: 16 Apr 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 000-56632

4 filing

Filing date: 31 Mar 2025
Reporting date: 03 Mar 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 000-56632

4 filing

Filing date: 21 Feb 2025
Reporting date: 03 Feb 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

13F-NT filing

Filing date: 14 Feb 2025
Reporting date: 31 Dec 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date: 13 Feb 2025
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 000-56632

4 filing

Filing date: 24 Jan 2025
Reporting date: 02 Jan 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 000-56632

4 filing

Filing date: 15 Jan 2025
Reporting date: 01 Oct 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 000-56632

4 filing

Filing date: 11 Dec 2024
Reporting date: 01 Jul 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 000-56632

4 filing

Filing date: 11 Dec 2024
Reporting date: 01 Aug 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 000-56632

4 filing

Filing date: 11 Dec 2024
Reporting date: 03 Sep 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 000-56632

4 filing

Filing date: 11 Dec 2024
Reporting date: 01 May 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 000-56632

3 filing

Filing date: 11 Dec 2024
Reporting date: 19 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G

SC 13G filing

Filing date: 15 Nov 2024
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

13F-NT filing

Filing date: 14 Nov 2024
Reporting date: 30 Sep 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

N-PX File 028-13688

N-PX filing

Filing date: 27 Aug 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

13F-NT filing

Filing date: 14 Aug 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

13F-NT filing

Filing date: 15 May 2024
Reporting date: 31 Mar 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

13F-NT filing

Filing date: 14 Feb 2024
Reporting date: 31 Dec 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 14 Nov 2023
Reporting date: 30 Sep 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 20 Jul 2023
Reporting date: 30 Jun 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 27 Apr 2023
Reporting date: 31 Mar 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 08 Feb 2023
Reporting date: 31 Dec 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 28 Oct 2022
Reporting date: 30 Sep 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 03 Aug 2022
Reporting date: 30 Jun 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 27 Apr 2022
Reporting date: 31 Mar 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 09 Feb 2022
Reporting date: 31 Dec 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 12 Nov 2021
Reporting date: 30 Sep 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 12 Aug 2021
Reporting date: 30 Jun 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 13 May 2021
Reporting date: 31 Mar 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 16 Feb 2021
Reporting date: 31 Dec 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR/A File 028-13688

13F-HR/A filing

Filing date: 12 Nov 2020
Reporting date: 30 Jun 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 12 Nov 2020
Reporting date: 30 Sep 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 05 Aug 2020
Reporting date: 30 Jun 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 07 May 2020
Reporting date: 31 Mar 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 12 Feb 2020
Reporting date: 31 Dec 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 06 Nov 2019
Reporting date: 30 Sep 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 13 Aug 2019
Reporting date: 30 Jun 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 13 May 2019
Reporting date: 31 Mar 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 13 Feb 2019
Reporting date: 31 Dec 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 13 Nov 2018
Reporting date: 30 Sep 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR/A File 028-13688

13F-HR/A filing

Filing date: 15 Aug 2018
Reporting date: 30 Jun 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 14 Aug 2018
Reporting date: 30 Jun 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 11 May 2018
Reporting date: 31 Mar 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 14 Feb 2018
Reporting date: 31 Dec 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR/A File 028-13688

13F-HR/A filing

Filing date: 28 Nov 2017
Reporting date: 30 Sep 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 13 Nov 2017
Reporting date: 30 Sep 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 14 Aug 2017
Reporting date: 30 Jun 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR/A File 028-13688

13F-HR/A filing

Filing date: 10 May 2017
Reporting date: 31 Dec 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 09 May 2017
Reporting date: 31 Mar 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 13 Feb 2017
Reporting date: 31 Dec 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 09 Nov 2016
Reporting date: 30 Sep 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 12 Aug 2016
Reporting date: 30 Jun 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 05 May 2016
Reporting date: 31 Mar 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 28 Jan 2016
Reporting date: 31 Dec 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 21 Oct 2015
Reporting date: 30 Sep 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 27 Jul 2015
Reporting date: 30 Jun 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 12 May 2015
Reporting date: 31 Mar 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 13 Feb 2015
Reporting date: 31 Dec 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 12 Nov 2014
Reporting date: 30 Sep 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

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 File 028-13688

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 File 028-13688

13F-HR filing

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

13F-HR File 028-13688

13F-HR filing

Filing date: 12 Nov 2013
Reporting date: 30 Sep 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 13 Aug 2013
Reporting date: 30 Jun 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

13F-HR filing

Filing date: 10 May 2013
Reporting date: 31 Mar 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

TWM 13F HR 12 31 12

Filing date: 11 Feb 2013
Reporting date: 31 Dec 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

TWM 13F HR Q3 2012

Filing date: 09 Nov 2012
Reporting date: 30 Sep 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

TWM 13F HR Q2 2012

Filing date: 10 Aug 2012
Reporting date: 30 Jun 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

TWM Q1 2012 13F HR

Filing date: 09 May 2012
Reporting date: 31 Mar 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

TWM Q4 2011 13F HR

Filing date: 09 Feb 2012
Reporting date: 31 Dec 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

TWM Q3 2011 13F HR

Filing date: 14 Nov 2011
Reporting date: 30 Sep 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

TWM 13F HR 06 30 100

Filing date: 12 Aug 2011
Reporting date: 30 Jun 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13688

TWM 13F HR 03 31 11 TEST

Filing date: 13 May 2011
Reporting date: 31 Mar 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

TWM Q4 2010 13 F NT

Filing date: 10 Feb 2011
Reporting date: 31 Dec 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

TWM 13FNT Q3 2010

Filing date: 08 Nov 2010
Reporting date: 30 Sep 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

TWM 13F NT 06 30 10

Filing date: 10 Aug 2010
Reporting date: 30 Jun 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

TWM 03 31 10 13F NT

Filing date: 03 May 2010
Reporting date: 31 Mar 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-NT File 028-13688

TWM 13F-NT

Filing date: 09 Feb 2010
Reporting date: 31 Dec 2009
SEC evidence: Open document Open filing
Next action: Verify source filing