TILIA FIDUCIARY PARTNERS, INC.
All 13F Filings
- Location
- Wilmington, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 181,991
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 115 | 181,991 | 13F-HR | TILIA FIDUCIARY PARTNERS, INC. |
| Q4 2025 | 1/12/2026 | 115 | 181,162 | 13F-HR | TILIA FIDUCIARY PARTNERS, INC. |
| Q3 2025 | 10/10/2025 | 114 | 172,895 | 13F-HR | TILIA FIDUCIARY PARTNERS, INC. |
| Q2 2025 | 7/21/2025 | 115 | 163,815 | 13F-HR | TILIA FIDUCIARY PARTNERS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 143.3 K | 78.7% | 0 | 898 | -898 |
| ETFs | 38.72 K | 21.3% | 1.72 K | 0 | 1.72 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
181,991
Holdings
115
QoQ value change ($000)
829
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.