TA
Tillar-Wenstrup Advisors, LLC Historical SEC 13F Holdings & Archive (Q4 2023)
Tillar-Wenstrup Advisors, LLCCIK: 0001585045
Long-term holder
Total reported value
—
Reporting period: 2023-12-31 · Number of holdings: 1
Tillar-Wenstrup Advisors, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of — and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology Inc | Stock-Other | — | — | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2023 Q4 | 1 | — | 0 | ||
| 2023 Q3 | 1 | — | 0 | ||
| 2023 Q2 | 1 | — | 0 | ||
| 2023 Q1 | 1 | — | 0 | ||
| 2022 Q4 | 44 | $207.0M | 0 | ||
| 2022 Q3 | 46 | $200.2M | 0 | ||
| 2022 Q2 | 49 | $199.9M | 0 | ||
| 2022 Q1 | 45 | $208.8M | 0 | ||
| 2021 Q4 | 40 | $212.4M | 0 | ||
| 2021 Q3 | 35 | $216.1M | 0 | ||
| 2021 Q2 | 36 | $219.6M | 97 | ||
| 2021 Q1 | 35 | $205.0M | 24 | ||
| 2020 Q4 | 34 | $193.1M | 51 | ||
| 2020 Q3 | 35 | $172.4M | 14 | ||
| 2020 Q2 | 33 | $165.0M | 85 | ||
| 2020 Q1 | 19 | $107.7M | 100 | ||
| 2019 Q4 | 51 | $179.0M | 34 | ||
| 2019 Q3 | 43 | $172.6M | 19 | ||
| 2019 Q2 | 44 | $177.5M | 16 | ||
| 2019 Q1 | 43 | $174.0M | 36 | ||
| 2018 Q4 | 49 | $151.9M | 53 | ||
| 2018 Q3 | 57 | $183.8M | 19 | ||
| 2018 Q2 | 57 | $179.8M | 43 | ||
| 2018 Q1 | 56 | $171.7M | 71 | ||
| 2017 Q4 | 42 | $128.3M | 24 | ||
| 2017 Q3 | 45 | $131.5M | 16 | ||
| 2017 Q2 | 45 | $128.4M | 17 | ||
| 2017 Q1 | 50 | $130.9M | 28 | ||
| 2016 Q4 | 50 | $118.5M | 43 | ||
| 2016 Q3 | 52 | $109.4M | 21 | ||
| 2016 Q2 | 51 | $101.1M | 35 | ||
| 2016 Q1 | 44 | $87.3M | 51 | ||
| 2015 Q4 | 42 | $101.0M | 24 | ||
| 2015 Q3 | 39 | $99.5M | 43 | ||
| 2015 Q2 | 38 | $110.5M | 15 | ||
| 2015 Q1 | 34 | $102.3M | 31 | ||
| 2014 Q4 | 35 | $103.4M | 35 | ||
| 2014 Q3 | 40 | $108.2M | 25 | ||
| 2014 Q2 | 47 | $124.7M | 37 | ||
| 2014 Q1 | 41 | $110.0M | 36 | ||
| 2013 Q4 | 36 | $97.2M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Tillar-Wenstrup Advisors, LLC and what type of investor is it?
Tillar-Wenstrup Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-12-31), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.
What are Tillar-Wenstrup Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Tillar-Wenstrup Advisors, LLC's top holdings by market value are:
1. Ikena Oncology Inc — $0.0
What changes did Tillar-Wenstrup Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Tillar-Wenstrup Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Tillar-Wenstrup Advisors, LLC focus on?
Sector breakdown data is not yet available for Tillar-Wenstrup Advisors, LLC. Check back after the next 13F processing cycle.
Investment Profile
Tillar-Wenstrup Advisors, LLC's portfolio is broadly diversified and long-term-holding.
Its concentration score has fallen from 20 to 0 over the past 4 quarters — a shift toward broader diversification.
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Developer Access
Access Tillar-Wenstrup Advisors, LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/tillar-wenstrup-advisors-llcCLI
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