TIEDEMANN ADVISORS, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 14, 2025
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 $2.33B as of Q3 2023. Top holdings included EFA, IJH, SPMD, ITOT, and STIP. 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.	$4.14B	New York, NY	028-23888

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024							13F-NT	2/14/2025, 11:58 AM
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

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