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Tandem Wealth Advisors LLC: MDY position timeline

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

Tandem Wealth Advisors LLC held 41,156 MDY 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 41,156 shares
    Change vs previous 13F +495 shares

    11.52% of the 13F portfolio, value $28,946,902.

    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 40,661 shares
    Change vs previous 13F -638 shares

    11.18% of the 13F portfolio, value $25,078,024.

    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 41,299 shares
    Change vs previous 13F +10,504 shares

    11.42% of the 13F portfolio, value $25,472,611.

    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 30,795 shares
    Change vs previous 13F -1,033 shares

    8.73% of the 13F portfolio, value $18,354,911.

    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 31,828 shares
    Change vs previous 13F +2,577 shares

    8.92% of the 13F portfolio, value $18,030,146.

    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 29,251 shares
    Change vs previous 13F +785 shares

    8.16% of the 13F portfolio, value $15,599,359.

    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 28,466 shares
    Change vs previous 13F -4,339 shares

    8.27% of the 13F portfolio, value $16,213,744.

    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 32,805 shares
    Change vs previous 13F not available

    9.47% of the 13F portfolio, value $18,687,717.

    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).