Tilson Financial Group, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$231M
Signature - Title
Ashleigh Swayze - Counsel
Location
New Providence, NJ
Summary
This page shows a list of all the recent 13F filings made by Tilson Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tilson Financial Group, Inc. reported 72 stock holdings with total value $231M as of Q3 2024. Top holdings included VUG, VCRB, DFAS, DFLV, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 72 $231M +$127M -$957K +$126M VUG, VCRB, DFAS, DFLV, VEA Restatement 10/28/2024, 12:22 PM
Q2 2024 37 $99M +$5.97M -$92.5M -$86.5M DFAS, DFLV, SPTI, SPTS, RLY 13F-HR 7/25/2024, 01:38 PM
Q1 2024 69 $186M +$36M -$12.8M +$23.2M VUG, DFAS, DFLV, VTIP, VCRB 13F-HR 4/25/2024, 10:37 AM
Q4 2023 63 $155M +$23.3M -$3.69M +$19.6M SPTS, DFAS, VUG, DFLV, VTIP 13F-HR 1/29/2024, 12:37 PM
Q3 2023 59 $127M +$70.2M -$916K +$69.3M SPTS, VUG, VTIP, SPY, IVW 13F-HR 10/31/2023, 12:00 PM
Q2 2023 28 $58.8M +$5.21M -$69.5M -$64.3M SPTS, SPY, RLY, DFAS, XOM 13F-HR 7/18/2023, 03:17 PM
Q1 2023 59 $122M +$1.64M -$1.43M +$208K SPTS, VTIP, SPY, VUG, RLY 13F-HR 4/28/2023, 02:35 PM
Q4 2022 59 $117M $0 $0 SPTS, VTIP, SPY, VYM, RLY 13F-HR 2/6/2023, 01:46 PM