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Tandem Wealth Advisors LLC: RSP position timeline

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

Tandem Wealth Advisors LLC held 71,243 RSP 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 71,243 shares
    Change vs previous 13F +1,413 shares

    6.03% of the 13F portfolio, value $15,158,275.

    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 69,830 shares
    Change vs previous 13F +5,299 shares

    5.98% of the 13F portfolio, value $13,401,764.

    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 64,531 shares
    Change vs previous 13F -6,023 shares

    6.1% of the 13F portfolio, value $13,615,427.

    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 70,554 shares
    Change vs previous 13F -1,309 shares

    6.36% of the 13F portfolio, value $13,384,004.

    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 71,863 shares
    Change vs previous 13F +10,970 shares

    6.46% of the 13F portfolio, value $13,060,349.

    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 60,893 shares
    Change vs previous 13F -1,209 shares

    5.51% of the 13F portfolio, value $10,532,729.

    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 62,102 shares
    Change vs previous 13F -3,096 shares

    5.55% of the 13F portfolio, value $10,882,151.

    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 65,198 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $11,680,832.

    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).