Skip to content
Disclosery

Tandem Wealth Advisors LLC: TMO position timeline

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

Tandem Wealth Advisors LLC held 1,123 TMO 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 1,123 shares
    Change vs previous 13F +75 shares

    0.22% of the 13F portfolio, value $563,027.

    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 1,048 shares
    Change vs previous 13F +92 shares

    0.23% of the 13F portfolio, value $515,123.

    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 956 shares
    Change vs previous 13F +130 shares

    0.25% of the 13F portfolio, value $553,954.

    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 826 shares
    Change vs previous 13F +44 shares

    0.19% of the 13F portfolio, value $400,627.

    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 782 shares
    Change vs previous 13F +145 shares

    0.16% of the 13F portfolio, value $317,070.

    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 637 shares
    Change vs previous 13F +5 shares

    0.17% of the 13F portfolio, value $316,971.

    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 632 shares
    Change vs previous 13F -159 shares

    0.17% of the 13F portfolio, value $328,785.

    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 791 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $489,289.

    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).