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Tandem Wealth Advisors LLC: SPY position timeline

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

Tandem Wealth Advisors LLC held 22,120 SPY 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 22,120 shares
    Change vs previous 13F -1,079 shares

    6.57% of the 13F portfolio, value $16,518,626.

    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 23,199 shares
    Change vs previous 13F -46,711 shares

    6.73% of the 13F portfolio, value $15,087,364.

    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 69,910 shares
    Change vs previous 13F +44,280 shares

    7.81% of the 13F portfolio, value $17,410,573.

    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 25,630 shares
    Change vs previous 13F -1,608 shares

    8.12% of the 13F portfolio, value $17,074,255.

    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 27,238 shares
    Change vs previous 13F +4,187 shares

    8.32% of the 13F portfolio, value $16,829,108.

    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 23,051 shares
    Change vs previous 13F -576 shares

    6.74% of the 13F portfolio, value $12,879,025.

    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 23,627 shares
    Change vs previous 13F +3,259 shares

    7.07% of the 13F portfolio, value $13,847,361.

    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 20,368 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $11,686,298.

    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).