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
- period ended2026-06-3013F 5,197 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,095 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,217 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).