Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
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.