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Disclosery

Tandem Financial, LLC: IUS position timeline

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

Tandem Financial, LLC held 93,281 IUS 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 93,281 shares
    Change vs previous 13F +4,658 shares

    1.97% of the 13F portfolio, value $6,117,350.

    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 88,623 shares
    Change vs previous 13F +88,623 shares

    1.74% of the 13F portfolio, value $5,132,504.

    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 0 shares
    Change vs previous 13F -74,597 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 74,597 shares
    Change vs previous 13F +8,416 shares

    1.53% of the 13F portfolio, value $4,118,501.

    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 66,181 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $3,408,322.

    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).