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Tandem Wealth Advisors LLC: SPMD position timeline

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

Tandem Wealth Advisors LLC held 5,197 SPMD 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 5,197 shares
    Change vs previous 13F +102 shares

    0.14% of the 13F portfolio, value $351,109.

    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 5,095 shares
    Change vs previous 13F -1,122 shares

    0.13% of the 13F portfolio, value $301,726.

    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 6,217 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $360,026.

    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).