13F Filings History of TIEDEMANN ADVISORS, LLC
- Latest 13F filing
- Q2 2026 - 05 Aug 2026
- Largest 13F holdings
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EFA IJH SPMD ITOT STIP XOM EMLP VTI SPY IAU NEWR GOOGL
+8 more
AAPL UBER IJK VOO PLD CVX EIPX IVV - Form 13F summary
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- TIEDEMANN ADVISORS, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- TIEDEMANN ADVISORS, LLC reported 272 equity holdings with a total reported market value of $2,332,164,340 for Q3 2023. Top reported holdings included EFA, IJH, SPMD, ITOT, and STIP. <a href="/investor/0001838615-alti-global-inc">AlTi Global, Inc.</a> is reporting for TIEDEMANN ADVISORS, LLC.
- Manager signature
- Whitney Fogle Lewis - General Counsel
- Manager location
- New York, NY
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
AlTi Global, Inc. is reporting for TIEDEMANN ADVISORS, LLC:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| AlTi Global, Inc. | $4,836,843,226 | New York, NY | 028-23888 |
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2023
Latest value
$2,332,164,340
Quarter delta
n/a
Accepted
14 Nov 2023, 13:09
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $0 | 13F-NT | 05 Aug 2026, 17:19 | |||||
| Q1 2026 | $0 | 13F-NT | 07 May 2026, 16:38 | |||||
| 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 |