Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $170 Million
  • Prior Value $160 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
Track This Portfolio

Track Tilia Fiduciary Partners, Inc. Portfolio

Follow Tilia Fiduciary Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tilia Fiduciary Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tilia Fiduciary Partners, Inc. with notifications on news.