13F Filings History of TIEDEMANN ADVISORS, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
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 reported 272 stock holdings with total value $2,332,164,340 as of Q3 2023. Top holdings included EFA, IJH, SPMD, ITOT, and STIP. AlTi Global, Inc. is reporting for TIEDEMANN ADVISORS, LLC.

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Holdings Value

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

Name Holdings Value Location File Number
AlTi Global, Inc. $4,663,986,539 New York, NY 028-23888
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 $0 13F-NT 13 Feb 2026, 16:38
Q3 2025 $0 13F-NT 05 Nov 2025, 18:02
Q2 2025 $0 13F-NT 30 Jul 2025, 20:08
Q1 2025 $0 13F-NT 15 May 2025, 11:12
Q4 2024 $0 13F-NT 14 Feb 2025, 11:58
Q3 2024 $0 13F-NT 14 Nov 2024, 16:03
Q2 2024 $0 13F-NT 14 Aug 2024, 16:21
Q1 2024 $0 13F-NT 15 May 2024, 09:42
Q4 2023 $0 13F-NT 14 Feb 2024, 15:02
Q3 2023 272 $2,332,164,340 +$248,120,553 -$196,585,469 +$51,535,084 EFA, IJH, SPMD, ITOT, STIP 13F-HR 14 Nov 2023, 13:09
Q2 2023 255 $2,351,771,641 +$202,083,813 -$132,597,781 +$69,486,032 EFA, SPMD, IJH, STIP, ITOT 13F-HR 20 Jul 2023, 10:22
Q1 2023 247 $2,200,922,039 +$344,704,516 -$325,567,033 +$19,137,483 SPMD, IJH, STIP, ITOT, EFA 13F-HR 26 Apr 2023, 19:07
Q4 2022 241 $2,087,714,879 +$367,658,842 -$57,352,931 +$310,305,911 SPMD, IJH, ITOT, STIP, EMLP 13F-HR 08 Feb 2023, 16:58
Q3 2022 232 $1,649,423,000 +$496,944,391 -$88,725,032 +$408,219,359 SPMD, IJH, ITOT, EMLP, VTI 13F-HR 28 Oct 2022, 06:29
Q2 2022 229 $1,327,096,000 +$193,847,981 -$602,068,594 -$408,220,613 SPMD, EMLP, VTI, IAU, XOM 13F-HR 02 Aug 2022, 20:51
Q1 2022 286 $1,968,077,000 +$127,612,152 -$111,861,000 +$15,751,152 SPMD, IJH, ITOT, VTI, EMLP 13F-HR 26 Apr 2022, 17:34
Q4 2021 278 $2,039,102,000 +$141,435,205 -$99,207,522 +$42,227,683 SPMD, IJH, ITOT, VTI, EMLP 13F-HR 08 Feb 2022, 17:44
Q3 2021 291 $1,875,909,000 +$43,159,882 -$656,245,848 -$613,085,966 SPMD, IJH, ITOT, VTI, EMLP 13F-HR 12 Nov 2021, 10:39
Q2 2021 359 $2,496,349,000 +$196,994,268 -$122,455,902 +$74,538,366 SPMD, IJH, ORCL, ITOT, VTI 13F-HR 12 Aug 2021, 16:56
Q1 2021 329 $2,283,187,000 +$140,555,715 -$77,355,962 +$63,199,753 SPMD, IJH, ORCL, ITOT, VTI 13F-HR 13 May 2021, 11:26
Q4 2020 315 $2,066,100,000 +$111,591,598 -$354,263,403 -$242,671,805 SPMD, IJH, ORCL, ITOT, VTI 13F-HR 12 Feb 2021, 17:40
Q3 2020 313 $2,070,471,000 +$257,218,528 -$113,697,433 +$143,521,095 SPMD, IJH, ORCL, ITOT, VTI 13F-HR 12 Nov 2020, 15:03
Q2 2020 293 $1,882,175,000 +$263,124,706 -$192,516,520 +$70,608,186 SPMD, IJH, ORCL, EMLP, ITOT Restatement 12 Nov 2020, 15:06
Q1 2020 292 $1,544,960,000 +$429,357,167 -$436,448,553 -$7,091,386 SPMD, ORCL, IJH, VTI, EMLP 13F-HR 07 May 2020, 15:37
Q4 2019 295 $2,085,635,000 +$116,134,556 -$200,714,545 -$84,579,989 DEEP, EMLP, ORCL, ITOT, AOM 13F-HR 12 Feb 2020, 12:49
Q3 2019 299 $2,082,424,000 +$251,858,998 -$170,428,888 +$81,430,110 DEEP, EMLP, ORCL, AOM, ITOT 13F-HR 06 Nov 2019, 16:34
Q2 2019 290 $1,996,127,000 +$214,550,558 -$361,696,152 -$147,145,594 DEEP, EMLP, ORCL, VGSH, AOM 13F-HR 13 Aug 2019, 16:33
Q1 2019 443 $2,122,169,000 +$150,541,919 -$225,229,844 -$74,687,925 DEEP, EMLP, ORCL, ITOT, EPD 13F-HR 13 May 2019, 15:08
Q4 2018 418 $1,955,989,000 +$634,400,045 -$156,230,300 +$478,169,745 DEEP, EMLP, ORCL, AOM, VPL 13F-HR 12 Feb 2019, 20:28
Q3 2018 308 $1,687,801,000 +$134,444,228 -$102,235,769 +$32,208,459 DEEP, ORCL, EMLP, AOM, SPY 13F-HR 13 Nov 2018, 16:20
Q2 2018 294 $1,565,766,000 +$281,274,764 -$254,245,886 +$27,028,878 DEEP, ORCL, EMLP, AOM, MOH Restatement 15 Aug 2018, 16:25
Q1 2018 264 $1,459,793,000 +$255,976,817 -$31,350,728 +$224,626,089 MOH, ORCL, DEEP, AOM, EMLP 13F-HR 10 May 2018, 20:50
Q4 2017 222 $1,304,699,000 +$402,307,046 -$150,645,936 +$251,661,110 ORCL, MOH, DEEP, AOM, ITOT 13F-HR 14 Feb 2018, 17:23
Q3 2017 374 $962,544,000 +$122,309,669 -$383,373,240 -$261,063,571 MOH, DEEP, AOM, ITOT, EPD Restatement 27 Nov 2017, 18:27
Q2 2017 442 $1,294,679,000 +$209,062,415 -$120,599,048 +$88,463,367 MOH, DEEP, AOM, XOM, ITOT 13F-HR 14 Aug 2017, 10:12
Q1 2017 393 $1,161,363,775 +$333,827,035 -$160,129,885 +$173,697,150 MOH, AOM, DEEP, XOM, EPD 13F-HR 09 May 2017, 14:07
Q4 2016 323 $978,212,000 +$645,542,775 -$136,348,326 +$509,194,449 MOH, AOM, XOM, EPD, XLP Restatement 10 May 2017, 10:10
Q3 2016 125 $474,152,000 +$386,741,471 -$13,109,262 +$373,632,209 XOM, DEEP, IJH, AOM, XLP 13F-HR 09 Nov 2016, 17:13
Q2 2016 57 $98,714,000 +$15,058,438 -$44,028,177 -$28,969,739 XLP, DEEP, IJH, DOUBLE LINE CORE FIX INCOME-I, URTH 13F-HR 12 Aug 2016, 11:29
Q1 2016 60 $121,849,486 +$26,008,205 -$168,774,167 -$142,765,962 SPY, XLP, IJH, DEEP, IVW 13F-HR 05 May 2016, 10:55
Q4 2015 56 $255,207,000 +$162,379,019 -$41,597,681 +$120,781,338 IVW, SPY, XLP, RPV, DXJ 13F-HR 28 Jan 2016, 16:25
Q3 2015 44 $124,860,000 +$60,539,027 -$15,698,995 +$44,840,032 XLP, DEEP, DXJ, IWV, IVW 13F-HR 21 Oct 2015, 10:25
Q2 2015 31 $97,611,000 +$46,532,932 -$931,317 +$45,601,615 XLP, DEEP, VEA, XLE, IWV 13F-HR 27 Jul 2015, 09:13
Q1 2015 24 $54,668,000 +$3,673,758 -$11,254,654 -$7,580,896 XLP, KMI, DEEP, EPD, WPZ 13F-HR 12 May 2015, 13:07
Q4 2014 29 $63,595,000 +$24,154,892 -$7,685,232 +$16,469,660 XLP, KMI, DEEP, EPD, ETP 13F-HR 13 Feb 2015, 12:06
Q3 2014 39 $48,867,000 +$7,669,884 -$733,633 +$6,936,251 XLP, EPD, DXJ, IVW, SEP 13F-HR 12 Nov 2014, 06:10
Q2 2014 38 $42,665,000 +$8,348,750 -$365,208 +$7,983,542 XLP, EPD, IVW, WMB, ARLP 13F-HR 30 Jul 2014, 18:18
Q1 2014 29 $31,422,000 +$3,139,691 -$2,215,079 +$924,612 XLP, EPD, IVW, SEP, ARLP 13F-HR 25 Apr 2014, 14:14
Q4 2013 26 $29,047,000 $0 $0 $0 XLP, EPD, IVW, ARLP, SEP 13F-HR 10 Feb 2014, 12:04