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Tandem Financial, LLC: PM position timeline

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

Tandem Financial, LLC held 14,238 PM 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 14,238 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $2,596,727.

    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 14,238 shares
    Change vs previous 13F -3,600 shares

    0.8% of the 13F portfolio, value $2,375,041.

    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 17,838 shares
    Change vs previous 13F +3,600 shares

    2.62% of the 13F portfolio, value $2,170,885.

    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 14,238 shares
    Change vs previous 13F -1,500 shares

    0.86% of the 13F portfolio, value $2,309,404.

    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 15,738 shares
    Change vs previous 13F -1,100 shares

    2.71% of the 13F portfolio, value $2,887,609.

    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 16,838 shares
    Change vs previous 13F -1,000 shares

    2.94% of the 13F portfolio, value $2,695,428.

    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 17,838 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,170,885.

    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).