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Disclosery

Tandem Financial, LLC: IWM position timeline

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

Tandem Financial, LLC held 16,741 IWM 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 16,741 shares
    Change vs previous 13F +942 shares

    1.62% of the 13F portfolio, value $5,029,837.

    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 15,799 shares
    Change vs previous 13F +11,191 shares

    1.33% of the 13F portfolio, value $3,918,101.

    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 4,608 shares
    Change vs previous 13F -9,534 shares

    1.23% of the 13F portfolio, value $1,018,203.

    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 14,142 shares
    Change vs previous 13F +1,670 shares

    1.27% of the 13F portfolio, value $3,421,681.

    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 12,472 shares
    Change vs previous 13F +7,738 shares

    2.53% of the 13F portfolio, value $2,691,413.

    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 4,734 shares
    Change vs previous 13F +95 shares

    1.03% of the 13F portfolio, value $944,431.

    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 4,639 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,025,053.

    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).