Skip to content
Disclosery

Tandem Financial, LLC: IWF position timeline

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

Tandem Financial, LLC held 39,682 IWF 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 39,682 shares
    Change vs previous 13F +29,601 shares

    1.59% of the 13F portfolio, value $4,927,317.

    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 10,081 shares
    Change vs previous 13F -8,507 shares

    1.45% of the 13F portfolio, value $4,298,418.

    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 18,588 shares
    Change vs previous 13F +8,484 shares

    9.02% of the 13F portfolio, value $7,464,683.

    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 10,104 shares
    Change vs previous 13F -147 shares

    1.76% of the 13F portfolio, value $4,732,604.

    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 10,251 shares
    Change vs previous 13F -8,719 shares

    4.09% of the 13F portfolio, value $4,352,569.

    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 18,970 shares
    Change vs previous 13F +354 shares

    7.46% of the 13F portfolio, value $6,850,016.

    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 18,616 shares
    Change vs previous 13F not available

    7.91% of the 13F portfolio, value $7,475,928.

    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).