SEC Form 13F · Q3 2026

TILIA FIDUCIARY PARTNERS, INC.

Institutional Holdings Report (Amended)

13F-HR/ANC
$216.9M
Portfolio Value
114
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
TILIA FIDUCIARY PARTNERS, INC.
CIK
1910210
Accession No.
0001910210-26-000005
Location
WILMINGTON, NC
Form Type
13F-HR/A (Amendment)
Portfolio Value
$216.9M
Holdings Reported
114
Reporting Period
Q3 2026
Filed
October 9, 2026

About this Filing

TILIA FIDUCIARY PARTNERS, INC. is an institutional investment manager based in WILMINGTON, NC reporting approximately $216.9M in 13(f) securities across 114 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR/A filing on EDGAR.