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Tandem Wealth Advisors LLC: CB position timeline

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

Tandem Wealth Advisors LLC held 1,750 CB 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 1,750 shares
    Change vs previous 13F +110 shares

    0.24% of the 13F portfolio, value $596,295.

    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 1,640 shares
    Change vs previous 13F -133 shares

    0.24% of the 13F portfolio, value $534,525.

    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 1,773 shares
    Change vs previous 13F +267 shares

    0.25% of the 13F portfolio, value $553,389.

    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 1,506 shares
    Change vs previous 13F +225 shares

    0.2% of the 13F portfolio, value $425,069.

    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 1,281 shares
    Change vs previous 13F -155 shares

    0.18% of the 13F portfolio, value $371,131.

    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 1,436 shares
    Change vs previous 13F +54 shares

    0.23% of the 13F portfolio, value $433,658.

    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 1,382 shares
    Change vs previous 13F +40 shares

    0.19% of the 13F portfolio, value $381,847.

    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 1,342 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $387,019.

    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).