TIEDEMANN ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
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 didn't report any stock holdings as of Q3 2024. AlTi Global, Inc. is reporting for TIEDEMANN ADVISORS, LLC.
Holdings Value

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

Name Holdings Value Location File Number
AlTi Global, Inc. $4.16B New York, NY 028-23888
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 13F-NT 11/14/2024, 04:03 PM
Q2 2024 13F-NT 8/14/2024, 04:21 PM
Q1 2024 13F-NT 5/15/2024, 09:42 AM
Q4 2023 13F-NT 2/14/2024, 03:02 PM
Q3 2023 272 $2.33B +$248M -$197M +$51.5M EFA, IJH, SPMD, ITOT, STIP 13F-HR 11/14/2023, 01:09 PM
Q2 2023 255 $2.35B +$202M -$133M +$69.5M EFA, SPMD, IJH, STIP, ITOT 13F-HR 7/20/2023, 10:22 AM
Q1 2023 247 $2.2B +$345M -$326M +$19.1M SPMD, IJH, STIP, ITOT, EFA 13F-HR 4/26/2023, 07:07 PM
Q4 2022 241 $2.09B +$368M -$57.4M +$310M SPMD, IJH, ITOT, STIP, EMLP 13F-HR 2/8/2023, 04:58 PM
Q3 2022 232 $1.65B +$497M -$88.7M +$408M SPMD, IJH, ITOT, EMLP, VTI 13F-HR 10/28/2022, 06:29 AM
Q2 2022 229 $1.33B +$194M -$602M -$408M SPMD, EMLP, VTI, IAU, XOM 13F-HR 8/2/2022, 08:51 PM
Q1 2022 286 $1.97B +$128M -$112M +$15.8M SPMD, IJH, ITOT, VTI, EMLP 13F-HR 4/26/2022, 05:34 PM
Q4 2021 278 $2.04B +$141M -$99.2M +$42.2M SPMD, IJH, ITOT, VTI, EMLP 13F-HR 2/8/2022, 05:44 PM
Q3 2021 291 $1.88B +$43.2M -$656M -$613M SPMD, IJH, ITOT, VTI, EMLP 13F-HR 11/12/2021, 10:39 AM
Q2 2021 359 $2.5B +$197M -$122M +$74.5M SPMD, IJH, ORCL, ITOT, VTI 13F-HR 8/12/2021, 04:56 PM
Q1 2021 329 $2.28B +$141M -$77.4M +$63.2M SPMD, IJH, ORCL, ITOT, VTI 13F-HR 5/13/2021, 11:26 AM
Q4 2020 315 $2.07B +$112M -$354M -$243M SPMD, IJH, ORCL, ITOT, VTI 13F-HR 2/12/2021, 05:40 PM
Q3 2020 313 $2.07B +$257M -$114M +$144M SPMD, IJH, ORCL, ITOT, VTI 13F-HR 11/12/2020, 03:03 PM
Q2 2020 293 $1.88B +$263M -$193M +$70.6M SPMD, IJH, ORCL, EMLP, ITOT Restatement 11/12/2020, 03:06 PM
Q1 2020 292 $1.54B +$429M -$436M -$7.09M SPMD, ORCL, IJH, VTI, EMLP 13F-HR 5/7/2020, 03:37 PM
Q4 2019 295 $2.09B +$116M -$201M -$84.6M DEEP, EMLP, ORCL, ITOT, AOM 13F-HR 2/12/2020, 12:49 PM
Q3 2019 299 $2.08B +$252M -$170M +$81.4M DEEP, EMLP, ORCL, AOM, ITOT 13F-HR 11/6/2019, 04:34 PM
Q2 2019 290 $2B +$215M -$362M -$147M DEEP, EMLP, ORCL, VGSH, AOM 13F-HR 8/13/2019, 04:33 PM
Q1 2019 443 $2.12B +$151M -$225M -$74.7M DEEP, EMLP, ORCL, ITOT, EPD 13F-HR 5/13/2019, 03:08 PM
Q4 2018 418 $1.96B +$634M -$156M +$478M DEEP, EMLP, ORCL, AOM, VPL 13F-HR 2/12/2019, 08:28 PM
Q3 2018 308 $1.69B +$134M -$102M +$32.2M DEEP, ORCL, EMLP, AOM, SPY 13F-HR 11/13/2018, 04:20 PM
Q2 2018 294 $1.57B +$281M -$254M +$27M DEEP, ORCL, EMLP, AOM, MOH Restatement 8/15/2018, 04:25 PM
Q1 2018 264 $1.46B +$256M -$31.4M +$225M MOH, ORCL, DEEP, AOM, EMLP 13F-HR 5/10/2018, 08:50 PM
Q4 2017 222 $1.3B +$402M -$151M +$252M ORCL, MOH, DEEP, AOM, ITOT 13F-HR 2/14/2018, 05:23 PM
Q3 2017 374 $963M +$122M -$383M -$261M MOH, DEEP, AOM, ITOT, EPD Restatement 11/27/2017, 06:27 PM
Q2 2017 442 $1.29B +$209M -$121M +$88.5M MOH, DEEP, AOM, XOM, ITOT 13F-HR 8/14/2017, 10:12 AM
Q1 2017 393 $1.16B +$334M -$160M +$174M MOH, AOM, DEEP, XOM, EPD 13F-HR 5/9/2017, 02:07 PM
Q4 2016 323 $978M +$646M -$136M +$509M MOH, AOM, XOM, EPD, XLP Restatement 5/10/2017, 10:10 AM
Q3 2016 125 $474M +$387M -$13.1M +$374M XOM, DEEP, IJH, AOM, XLP 13F-HR 11/9/2016, 05:13 PM
Q2 2016 57 $98.7M +$15.1M -$44M -$29M XLP, DEEP, IJH, URTH, AOM 13F-HR 8/12/2016, 11:29 AM
Q1 2016 60 $122M +$26M -$169M -$143M SPY, XLP, IJH, DEEP, IVW 13F-HR 5/5/2016, 10:55 AM
Q4 2015 56 $255M +$162M -$41.6M +$121M IVW, SPY, XLP, RPV, DXJ 13F-HR 1/28/2016, 04:25 PM
Q3 2015 44 $125M +$60.5M -$15.7M +$44.8M XLP, DEEP, DXJ, IWV, IVW 13F-HR 10/21/2015, 10:25 AM
Q2 2015 31 $97.6M +$46.5M -$931K +$45.6M XLP, DEEP, VEA, XLE, IWV 13F-HR 7/27/2015, 09:13 AM
Q1 2015 24 $54.7M +$3.67M -$11.3M -$7.58M XLP, KMI, DEEP, EPD, WPZ 13F-HR 5/12/2015, 01:07 PM
Q4 2014 29 $63.6M +$24.2M -$7.69M +$16.5M XLP, KMI, DEEP, EPD, ETP 13F-HR 2/13/2015, 12:06 PM
Q3 2014 39 $48.9M +$7.67M -$734K +$6.94M XLP, EPD, DXJ, IVW, SEP 13F-HR 11/12/2014, 06:10 AM
Q2 2014 38 $42.7M +$8.35M -$365K +$7.98M XLP, EPD, IVW, WMB, ARLP 13F-HR 7/30/2014, 06:18 PM
Q1 2014 29 $31.4M +$3.14M -$2.22M +$925K XLP, EPD, IVW, SEP, ARLP 13F-HR 4/25/2014, 02:14 PM
Q4 2013 26 $29M $0 $0 XLP, EPD, IVW, ARLP, SEP 13F-HR 2/10/2014, 12:04 PM