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Tandem Investment Partners LLC: XLV position timeline

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

Tandem Investment Partners LLC held 23,650 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,650 shares
    Change vs previous 13F +1,715 shares

    2.89% of the 13F portfolio, value $3,752,309.

    13F-HR 0001172661-26-002827 filed by Tandem Investment Partners 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 21,935 shares
    Change vs previous 13F +670 shares

    2.73% of the 13F portfolio, value $3,215,890.

    13F-HR 0001172661-26-001751 filed by Tandem Investment Partners 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 21,265 shares
    Change vs previous 13F -495 shares

    2.78% of the 13F portfolio, value $3,291,822.

    13F-HR 0001172661-26-000247 filed by Tandem Investment Partners 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 21,760 shares
    Change vs previous 13F +275 shares

    2.49% of the 13F portfolio, value $3,028,339.

    13F-HR 0001172661-25-004420 filed by Tandem Investment Partners 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 21,485 shares
    Change vs previous 13F +1,485 shares

    2.53% of the 13F portfolio, value $2,895,963.

    13F-HR 0001172661-25-002664 filed by Tandem Investment Partners 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 20,000 shares
    Change vs previous 13F +135 shares

    2.88% of the 13F portfolio, value $2,920,200.

    13F-HR 0001172661-25-001623 filed by Tandem Investment Partners 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 19,865 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $2,732,828.

    13F-HR 0001172661-25-000731 filed by Tandem Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).