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Disclosery

Tandem Financial, LLC: IWD position timeline

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

Tandem Financial, LLC held 18,731 IWD 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 18,731 shares
    Change vs previous 13F -630 shares

    1.46% of the 13F portfolio, value $4,540,941.

    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 19,361 shares
    Change vs previous 13F -17,464 shares

    1.4% of the 13F portfolio, value $4,136,783.

    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 36,825 shares
    Change vs previous 13F +16,766 shares

    8.23% of the 13F portfolio, value $6,817,488.

    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 20,059 shares
    Change vs previous 13F -394 shares

    1.52% of the 13F portfolio, value $4,083,757.

    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 20,453 shares
    Change vs previous 13F -17,051 shares

    3.73% of the 13F portfolio, value $3,972,640.

    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 37,504 shares
    Change vs previous 13F +625 shares

    7.69% of the 13F portfolio, value $7,056,721.

    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 36,879 shares
    Change vs previous 13F not available

    7.23% of the 13F portfolio, value $6,827,486.

    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).