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Disclosery

Tandem Financial, LLC: PFXF position timeline

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

Tandem Financial, LLC held 67,946 PFXF 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 67,946 shares
    Change vs previous 13F +889 shares

    0.39% of the 13F portfolio, value $1,212,157.

    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 67,057 shares
    Change vs previous 13F +34,634 shares

    0.4% of the 13F portfolio, value $1,176,180.

    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 32,423 shares
    Change vs previous 13F -10,450 shares

    0.68% of the 13F portfolio, value $559,297.

    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 42,873 shares
    Change vs previous 13F -450 shares

    0.28% of the 13F portfolio, value $761,854.

    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 43,323 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $741,690.

    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 43,323 shares
    Change vs previous 13F +10,900 shares

    0.79% of the 13F portfolio, value $726,094.

    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 32,423 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $559,297.

    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).