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Tandem Wealth Advisors LLC: MBB position timeline

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

Tandem Wealth Advisors LLC held 133,260 MBB 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 133,260 shares
    Change vs previous 13F +6,703 shares

    5.01% of the 13F portfolio, value $12,595,780.

    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 126,557 shares
    Change vs previous 13F -49,501 shares

    5.36% of the 13F portfolio, value $12,016,541.

    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 176,058 shares
    Change vs previous 13F +19,696 shares

    7.03% of the 13F portfolio, value $15,670,959.

    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 156,362 shares
    Change vs previous 13F +10,700 shares

    7.07% of the 13F portfolio, value $14,877,891.

    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 145,662 shares
    Change vs previous 13F -8,425 shares

    6.76% of the 13F portfolio, value $13,676,235.

    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 154,087 shares
    Change vs previous 13F +1,220 shares

    7.56% of the 13F portfolio, value $14,447,463.

    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 152,867 shares
    Change vs previous 13F +14,527 shares

    7.15% of the 13F portfolio, value $14,014,831.

    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 138,340 shares
    Change vs previous 13F not available

    6.72% of the 13F portfolio, value $13,254,358.

    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).