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Disclosery

Tandem Financial, LLC: ITA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tandem Financial, LLC on ITA, newest first. How the timeline and the estimate are built.

Tandem Financial, LLC held 12,927 ITA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,927 shares
    Change vs previous 13F +55 shares

    1.01% of the 13F portfolio, value $3,133,729.

    13F-HR 0001420506-26-001637 filed by Tandem Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,872 shares
    Change vs previous 13F -1,840 shares

    0.95% of the 13F portfolio, value $2,815,693.

    13F-HR 0001420506-26-000867 filed by Tandem Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,712 shares
    Change vs previous 13F +1,425 shares

    2.58% of the 13F portfolio, value $2,138,321.

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

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,287 shares
    Change vs previous 13F -253 shares

    1.04% of the 13F portfolio, value $2,780,358.

    13F-HR 0001420506-25-002960 filed by Tandem Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,540 shares
    Change vs previous 13F -188 shares

    2.4% of the 13F portfolio, value $2,554,182.

    13F-HR 0001420506-25-001987 filed by Tandem Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,728 shares
    Change vs previous 13F -1,198 shares

    2.29% of the 13F portfolio, value $2,101,728.

    13F-HR 0001420506-25-000936 filed by Tandem Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,926 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,169,426.

    13F-HR 0001986152-25-000010 filed by Tandem Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).