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Tandem Financial, LLC: MSFT position timeline

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

Tandem Financial, LLC held 7,259 MSFT 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 7,259 shares
    Change vs previous 13F +9 shares

    0.87% of the 13F portfolio, value $2,707,641.

    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 7,250 shares
    Change vs previous 13F +2,213 shares

    0.91% of the 13F portfolio, value $2,683,802.

    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 5,037 shares
    Change vs previous 13F +21 shares

    2.56% of the 13F portfolio, value $2,123,292.

    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 5,016 shares
    Change vs previous 13F +205 shares

    0.97% of the 13F portfolio, value $2,597,782.

    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 4,811 shares
    Change vs previous 13F -222 shares

    2.25% of the 13F portfolio, value $2,392,853.

    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 5,033 shares
    Change vs previous 13F -4 shares

    2.06% of the 13F portfolio, value $1,889,171.

    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 5,037 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $2,123,292.

    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).