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Tandem Wealth Advisors LLC: BND position timeline

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

Tandem Wealth Advisors LLC held 23,241 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,241 shares
    Change vs previous 13F -8,386 shares

    0.68% of the 13F portfolio, value $1,706,122.

    13F-HR 0001842557-26-000003 filed by Tandem Wealth Advisors 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 31,627 shares
    Change vs previous 13F -10,042 shares

    1.04% of the 13F portfolio, value $2,329,012.

    13F-HR 0001842557-26-000002 filed by Tandem Wealth Advisors 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 41,669 shares
    Change vs previous 13F +840 shares

    1.38% of the 13F portfolio, value $3,086,423.

    13F-HR 0001842557-26-000001 filed by Tandem Wealth Advisors 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 40,829 shares
    Change vs previous 13F +2,774 shares

    1.44% of the 13F portfolio, value $3,036,453.

    13F-HR 0001842557-25-000002 filed by Tandem Wealth Advisors 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 38,055 shares
    Change vs previous 13F +1,045 shares

    1.39% of the 13F portfolio, value $2,801,990.

    13F-HR 0001986042-25-000014 filed by Tandem Wealth Advisors 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 37,010 shares
    Change vs previous 13F +858 shares

    1.42% of the 13F portfolio, value $2,718,385.

    13F-HR 0001986042-25-000007 filed by Tandem Wealth Advisors 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 36,152 shares
    Change vs previous 13F +3,510 shares

    1.33% of the 13F portfolio, value $2,599,690.

    13F-HR 0001986042-25-000005 filed by Tandem Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 32,642 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,451,741.

    13F-HR 0001986042-24-000019 filed by Tandem Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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