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Manager record

Tilia Fiduciary Partners, Inc.

Wilmington, NC · CIK 1910210 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$433.89MReported 13F valueQ3 2026 · as filed
228Holdings listed
+105.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $163.8M$163.8MQ2 2025115 holdingsQ3 2025: $172.9M$172.9MQ3 2025114 holdingsQ4 2025: $181.2M$181.2MQ4 2025115 holdingsQ1 2026: $182.0M$182.0MQ1 2026115 holdingsQ2 2026: $211.0M$211.0MQ2 2026127 holdingsQ3 2026: $433.9M$433.9MQ3 2026228 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$216.94M · 114 holdings listed · View original SEC filing ↗
Oct 09 2026 13F-HR/A · period Q3 2026

$216.94M · 114 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 18 2026 13F-HR · period Q2 2026

$210.98M · 127 holdings listed · View original SEC filing ↗
Apr 09 2026 13F-HR · period Q1 2026

$181.99M · 115 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$181.16M · 115 holdings listed · View original SEC filing ↗
Oct 10 2025 13F-HR · period Q3 2025

$172.89M · 114 holdings listed · View original SEC filing ↗
Jul 21 2025 13F-HR · period Q2 2025

$163.82M · 115 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology