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Tandem Financial, LLC

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13F filer, CIK 2049157, GREENWOOD VILLAGE, CO

Tandem Financial, LLC reported $83,405,068 across 49 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-10. Its ten largest share positions make up 66.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000250

Period
2025-12-31
Reported value
$83.4M
Holdings
49
Top 10 weight
66.31%
New
7
Sold out
47

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KNGadded+73,998$3.72M
IWFadded+8,484$3.41M
IWDadded+16,766$3.1M
VBKadded+9,722$2.72M
VGLTadded+26,882$1.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-79,155-$46.6M
BIVexited-274,110-$21.4M
FNDEexited-281,461-$10.2M
QQQexited-16,329-$9.81M
JQUAexited-116,943-$7.36M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001420506-26-000250, largest first. % of portfolio is the value over $82,797,489, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 154,031 shares; 2025Q1: 148,527 shares; 2025Q2: 133,132 shares; 2025Q3: 126,534 shares; 2025Q4: 153,416 shares 153,416$8.49M10.26%+26,882Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224,754 shares; 2025Q1: 222,761 shares; 2025Q2: 181,429 shares; 2025Q3: 188,762 shares; 2025Q4: 223,196 shares 223,196$7.57M9.14%+34,434Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,616 shares; 2025Q1: 18,970 shares; 2025Q2: 10,251 shares; 2025Q3: 10,104 shares; 2025Q4: 18,588 shares 18,588$7.46M9.02%+8,484Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,879 shares; 2025Q1: 37,504 shares; 2025Q2: 20,453 shares; 2025Q3: 20,059 shares; 2025Q4: 36,825 shares 36,825$6.82M8.23%+16,766Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,126 shares; 2025Q1: 134,139 shares; 2025Q2: 77,238 shares; 2025Q3: 58,838 shares; 2025Q4: 132,836 shares 132,836$6.67M8.06%+73,998Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,601 shares; 2025Q1: 66,428 shares; 2025Q2: 89,169 shares; 2025Q3: 94,217 shares; 2025Q4: 65,401 shares 65,401$4.94M5.97%-28,816Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,091 shares; 2025Q1: 8,165 shares; 2025Q2: 14,950 shares; 2025Q3: 16,270 shares; 2025Q4: 7,975 shares 7,975$4.69M5.66%-8,295Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,883 shares; 2025Q1: 12,876 shares; 2025Q2: 4,271 shares; 2025Q3: 3,145 shares; 2025Q4: 12,867 shares 12,867$3.6M4.35%+9,722Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,286 shares; 2025Q1: 10,331 shares; 2025Q2: 9,210 shares; 2025Q3: 9,781 shares; 2025Q4: 10,267 shares 10,267$2.49M3%+486Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,838 shares; 2025Q1: 16,838 shares; 2025Q2: 15,738 shares; 2025Q3: 14,238 shares; 2025Q4: 17,838 shares 17,838$2.17M2.62%+3,600Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,357 shares; 2025Q2: 8,378 shares; 2025Q3: 8,912 shares; 2025Q4: 8,608 shares 8,608$2.16M2.6%-304Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,926 shares; 2025Q1: 13,728 shares; 2025Q2: 13,540 shares; 2025Q3: 13,287 shares; 2025Q4: 14,712 shares 14,712$2.14M2.58%+1,425Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,037 shares; 2025Q1: 5,033 shares; 2025Q2: 4,811 shares; 2025Q3: 5,016 shares; 2025Q4: 5,037 shares 5,037$2.12M2.56%+21Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,234 shares; 2025Q1: 44,007 shares; 2025Q2: 51,934 shares; 2025Q3: 57,548 shares; 2025Q4: 41,234 shares 41,234$1.59M1.93%-16,314Timeline
URNMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,182 shares; 2025Q1: 34,883 shares; 2025Q2: 36,972 shares; 2025Q3: 37,670 shares; 2025Q4: 35,147 shares 35,147$1.42M1.71%-2,523Timeline
CXWCORECIVIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,365 shares; 2025Q1: 60,051 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,523 shares 61,523$1.34M1.62%newTimeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,538 shares; 2025Q1: 46,373 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,373 shares 47,373$1.3M1.57%newTimeline
NUVNUVEEN MUN VALUE FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 128,097 shares; 2025Q1: 130,915 shares; 2025Q2: 132,065 shares; 2025Q3: 137,065 shares; 2025Q4: 128,097 shares 128,097$1.1M1.33%-8,968Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,639 shares; 2025Q1: 4,734 shares; 2025Q2: 12,472 shares; 2025Q3: 14,142 shares; 2025Q4: 4,608 shares 4,608$1.02M1.23%-9,534Timeline
XSWSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,309 shares; 2025Q1: 5,284 shares; 2025Q2: 17,862 shares; 2025Q3: 18,297 shares; 2025Q4: 5,309 shares 5,309$1M1.21%-12,988Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,538 shares; 2025Q1: 25,862 shares; 2025Q2: 27,033 shares; 2025Q3: 26,983 shares; 2025Q4: 25,538 shares 25,538$910K1.1%-1,445Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,443 shares; 2025Q1: 11,804 shares; 2025Q2: 11,626 shares; 2025Q3: 10,442 shares; 2025Q4: 12,253 shares 12,253$839K1.01%+1,811Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,064 shares; 2025Q1: 17,612 shares; 2025Q2: 18,343 shares; 2025Q3: 15,788 shares; 2025Q4: 13,064 shares 13,064$757K0.91%-2,724Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,955 shares; 2025Q2: 3,995 shares; 2025Q3: 4,156 shares; 2025Q4: 3,975 shares 3,975$752K0.91%-181Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,821 shares; 2025Q1: 16,577 shares; 2025Q2: 16,304 shares; 2025Q3: 14,222 shares; 2025Q4: 12,821 shares 12,821$729K0.88%-1,401Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,774 shares; 2025Q1: 43,799 shares; 2025Q2: 43,899 shares; 2025Q3: 43,338 shares; 2025Q4: 44,174 shares 44,174$689K0.83%+836Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,884 shares; 2025Q1: 12,384 shares; 2025Q2: 5,809 shares; 2025Q3: 5,709 shares; 2025Q4: 12,884 shares 12,884$687K0.83%+7,175Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,363 shares; 2025Q1: 18,120 shares; 2025Q2: 19,953 shares; 2025Q3: 20,569 shares; 2025Q4: 13,363 shares 13,363$644K0.78%-7,206Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 3,255 shares; 2025Q4: 3,167 shares 3,167$603K0.73%-88Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,433 shares; 2025Q1: 4,383 shares; 2025Q2: 4,293 shares; 2025Q3: 4,327 shares; 2025Q4: 4,433 shares 4,433$595K0.72%+106Timeline
PFXFVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,423 shares; 2025Q1: 43,323 shares; 2025Q2: 43,323 shares; 2025Q3: 42,873 shares; 2025Q4: 32,423 shares 32,423$559K0.68%-10,450Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,182 shares; 2025Q1: 12,283 shares; 2025Q2: not reported; 2025Q3: 61,536 shares; 2025Q4: 12,085 shares 12,085$532K0.64%-49,451Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,923 shares; 2025Q1: 3,921 shares; 2025Q2: 3,974 shares; 2025Q3: 3,992 shares; 2025Q4: 3,923 shares 3,923$422K0.51%-69Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,482 shares; 2025Q1: 2,482 shares; 2025Q2: 2,439 shares; 2025Q3: 2,210 shares; 2025Q4: 2,482 shares 2,482$414K0.5%+272Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,897 shares; 2025Q1: 12,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,897 shares 12,897$413K0.5%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,936 shares; 2025Q1: 1,876 shares; 2025Q2: 1,852 shares; 2025Q3: 2,132 shares; 2025Q4: 1,864 shares 1,864$409K0.49%-268Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,078 shares 5,078$351K0.42%newTimeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,254 shares; 2025Q1: 22,514 shares; 2025Q2: 24,514 shares; 2025Q3: 21,279 shares; 2025Q4: 17,254 shares 17,254$327K0.39%-4,025Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,139 shares; 2025Q1: 2,999 shares; 2025Q2: 2,564 shares; 2025Q3: 2,429 shares; 2025Q4: 3,139 shares 3,139$274K0.33%+710Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,542 shares; 2025Q1: 5,792 shares; 2025Q2: 6,592 shares; 2025Q3: 6,277 shares; 2025Q4: 4,542 shares 4,542$267K0.32%-1,735Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,177 shares; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 2,177 shares 2,177$256K0.31%+602Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,139 shares; 2025Q1: 8,889 shares; 2025Q2: 10,164 shares; 2025Q3: 10,508 shares; 2025Q4: 6,139 shares 6,139$228K0.28%-4,369Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 374 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 79,529 shares; 2025Q4: 374 shares 374$220K0.27%-79,155Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 1,136 shares; 2025Q4: 476 shares 476$216K0.26%-660Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,411 shares; 2025Q1: 1,412 shares; 2025Q2: 1,413 shares; 2025Q3: 3,672 shares; 2025Q4: 1,411 shares 1,411$204K0.25%-2,261Timeline
SKMSK TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,712 shares; 2025Q1: 9,712 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,712 shares 9,712$204K0.25%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 257 shares; 2025Q4: 220 shares 220$202K0.24%-37Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
XOMEXXON MOBIL CORP COMcall3,100$333Knew
XLESELECT SECTOR SPDR TR SHScall3,200$274Knew

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BIVVANGUARD BD INDEX FDS274,110$21.4Mshares
FNDESCHWAB STRATEGIC TR281,461$10.2Mshares
QQQINVESCO QQQ TR16,329$9.81Mshares
JQUAJ P MORGAN EXCHANGE TRADED F116,943$7.36Mshares
AAAUGOLDMAN SACHS PHYSICAL GOLD163,270$6.22Mshares
ILCVISHARES TR65,638$5.91Mshares
CLOIVANECK ETF TRUST109,657$5.82Mshares
JBNDJ P MORGAN EXCHANGE TRADED F104,880$5.68Mshares
BNDXVANGUARD CHARLOTTE FDS100,946$4.99Mshares
PWRQUANTA SVCS INC11,115$4.61Mshares
IUSINVESCO EXCH TRD SLF IDX FD74,597$4.12Mshares
DFAUDIMENSIONAL ETF TRUST80,439$3.68Mshares
VEAVANGUARD TAX-MANAGED FDS44,312$2.66Mshares
DFACDIMENSIONAL ETF TRUST63,795$2.46Mshares
DFICDIMENSIONAL ETF TRUST70,458$2.31Mshares
DFAEDIMENSIONAL ETF TRUST58,485$1.84Mshares
GPIQGOLDMAN SACHS ETF TR23,431$1.23Mshares
DUHPDIMENSIONAL ETF TRUST31,614$1.19Mshares
DFGPDIMENSIONAL ETF TRUST20,009$1.11Mshares
SPABSPDR SERIES TRUST41,431$1.07Mshares
VUGVANGUARD INDEX FDS2,177$1.05Mshares
GPIXGOLDMAN SACHS ETF TR18,060$943Kshares
IEFISHARES TR9,671$933Kshares
SCHDSCHWAB STRATEGIC TR33,435$913Kshares
DFIVDIMENSIONAL ETF TRUST17,194$793Kshares
XLKSELECT SECTOR SPDR TR2,596$732Kshares
DFEVDIMENSIONAL ETF TRUST20,419$651Kshares
VCLTVANGUARD SCOTTSDALE FDS8,342$648Kshares
GRNYTIDAL TRUST I23,851$596Kshares
MLPXGLOBAL X FDS9,371$588Kshares
DFSVDIMENSIONAL ETF TRUST16,358$521Kshares
JMUBJ P MORGAN EXCHANGE TRADED F10,016$506Kshares
VTVVANGUARD INDEX FDS2,686$504Kshares
VTEBVANGUARD MUN BD FDS8,764$439Kshares
DGROISHARES TR5,345$364Kshares
SPYSTATE STR SPDR S&P 500 ETF T500$333Kput
IJRISHARES TR2,759$328Kshares
SCHVSCHWAB STRATEGIC TR11,213$326Kshares
VONEVANGUARD SCOTTSDALE FDS1,064$322Kshares
PZAINVESCO EXCH TRADED FD TR II11,967$276Kshares
VBRVANGUARD INDEX FDS1,205$253Kshares
KKRKKR & CO INC1,801$234Kshares
JNJJOHNSON & JOHNSON1,179$219Kshares
MLNVANECK ETF TRUST12,371$216Kshares
WMTWALMART INC2,083$215Kshares
MDSTULTIMUS MANAGERS TR7,623$204Kshares
AVGOBROADCOM INC608$201Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-000250 base2026-02-10acceptance time not in the bulk data set