13F Filings History of Tiedemann Wealth Management Holdings, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Signature - Title
Kevin Moran - General Counsel
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Tiedemann Wealth Management Holdings, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tiedemann Wealth Management Holdings, LLC reported 3 stock holdings with total value $2,684,000 as of Q2 2017. Top holdings included PRF, XLP, and IJH. TIEDEMANN ADVISORS, LLC is reporting for Tiedemann Wealth Management Holdings, LLC.

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Holdings Value

TIEDEMANN ADVISORS, LLC is reporting for Tiedemann Wealth Management Holdings, LLC:

Name Holdings Value Location File Number
TIEDEMANN ADVISORS, LLC New York, NY 028-13688
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2022 0 $0 13F-NT 02 Nov 2022, 20:26
Q2 2022 0 $0 13F-NT 02 Aug 2022, 20:51
Q1 2022 0 $0 13F-NT 19 Apr 2022, 20:30
Q4 2021 0 $0 13F-NT 07 Feb 2022, 19:21
Q3 2021 0 $0 13F-NT 12 Nov 2021, 09:40
Q2 2021 0 $0 13F-NT 12 Aug 2021, 16:57
Q1 2021 0 $0 13F-NT 12 May 2021, 09:49
Q4 2020 0 $0 13F-NT 12 Feb 2021, 15:55
Q3 2020 0 $0 13F-NT 12 Nov 2020, 14:09
Q2 2020 0 $0 13F-NT 05 Aug 2020, 10:32
Q1 2020 0 $0 13F-NT 07 May 2020, 15:42
Q4 2019 0 $0 13F-NT 04 Feb 2020, 07:23
Q3 2019 0 $0 13F-NT 06 Nov 2019, 16:06
Q2 2019 0 $0 13F-NT 09 Aug 2019, 14:40
Q1 2019 0 $0 13F-NT 15 May 2019, 17:22
Q4 2018 0 $0 13F-NT 13 Feb 2019, 10:21
Q3 2018 0 $0 13F-NT 13 Nov 2018, 15:18
Q2 2018 0 $0 13F-NT 14 Aug 2018, 09:29
Q1 2018 0 $0 13F-NT 10 May 2018, 20:51
Q4 2017 0 $0 13F-NT 14 Feb 2018, 16:23
Q3 2017 0 $0 13F-NT 09 Nov 2017, 17:32
Q2 2017 3 $2,684,000 $0 -$22,226,251 -$22,226,251 PRF, XLP, IJH 13F-HR 11 Aug 2017, 11:48
Q1 2017 12 $24,795,000 +$6,956,000 -$28,061,023 -$21,105,023 PRF, IVW, FEN, XLP, DEEP 13F-HR 08 May 2017, 14:48
Q4 2016 18 $44,931,000 +$14,312,400 -$9,688,745 +$4,623,655 DEEP, FEN, XLP, IJH, Tweedy Brown Global Value 13F-HR 10 Feb 2017, 12:23
Q3 2016 14 $40,346,000 $0 $0 $0 DEEP, IVW, FEN, IJH, JP Morgan Growth Advantage FD SL 13F-HR 10 Nov 2016, 11:51
Q2 2016 0 $0 13F-NT 12 Aug 2016, 11:08
Q1 2016 0 $0 13F-NT 05 May 2016, 10:57
Q4 2015 0 $0 13F-NT 28 Jan 2016, 15:23
Q3 2015 0 $0 13F-NT 20 Oct 2015, 16:46
Q2 2015 0 $0 13F-NT 27 Jul 2015, 09:10
Q1 2015 0 $0 13F-NT 12 May 2015, 13:12
Q4 2014 0 $0 13F-NT 13 Feb 2015, 11:04
Q3 2014 0 $0 13F-NT 10 Nov 2014, 08:18
Q2 2014 0 $0 13F-NT 29 Jul 2014, 15:46
Q1 2014 0 $0 13F-NT 25 Apr 2014, 13:20
Q4 2013 0 $0 13F-NT 10 Feb 2014, 08:49