SWAN β€” AMPLIFY ETF TR

Ownership history in TIEDEMANN ADVISORS, LLC  Β·  8 quarters on record

AI Ownership Summary

TIEDEMANN ADVISORS, LLC reported AMPLIFY ETF TR (SWAN) in 8 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SWAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TIEDEMANN ADVISORS, LLC's position in AMPLIFY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
8 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TIEDEMANN ADVISORS, LLC held SWAN β€” position size vs. price
% of Fund (quarterly)    SWAN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SWAN

As of 2026 Q1 β€” sorted by position size

RDA Financial Network 3Y 0.24% Farther Finance Advisors, LLC 0.0%

FAQ About TIEDEMANN ADVISORS, LLC and SWAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has TIEDEMANN ADVISORS, LLC reported owning SWAN?

TIEDEMANN ADVISORS, LLC reported SWAN across 0 quarterly 13F filings.

What was the largest reported SWAN position in TIEDEMANN ADVISORS, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for SWAN in TIEDEMANN ADVISORS, LLC.

What is the latest reported SWAN position on this page?

The most recent filing on this page is 2023 Q2, when TIEDEMANN ADVISORS, LLC reported 8,035 shares, equal to 0.01% of portfolio, with an estimated market value of $207K.

What does the chart on this SWAN ownership page compare?

The chart compares TIEDEMANN ADVISORS, LLC's quarterly SWAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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