| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 5.9% |
| MICROSOFT CORP | 11 | Q2 2024 | 4.2% |
| UNITED THERAPEUTICS CORP DEL | 11 | Q2 2024 | 4.0% |
| VANGUARD WHITEHALL FDS | 11 | Q2 2024 | 3.1% |
| SCHWAB US TIPS ETF | 11 | Q2 2024 | 3.9% |
| PINTEREST INC | 11 | Q2 2024 | 3.0% |
| PROLOGIS INC. | 11 | Q2 2024 | 2.5% |
| VISA INC | 11 | Q2 2024 | 2.3% |
| PEPSICO INC COM | 11 | Q2 2024 | 3.6% |
| ISHARES TR | 11 | Q2 2024 | 2.5% |
View TILIA FIDUCIARY PARTNERS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-30 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-01 |
View TILIA FIDUCIARY PARTNERS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.