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Tandem Wealth Advisors LLC: VCSH position timeline

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

Tandem Wealth Advisors LLC held 278,252 VCSH 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 278,252 shares
    Change vs previous 13F +12,152 shares

    8.75% of the 13F portfolio, value $21,990,218.

    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 266,100 shares
    Change vs previous 13F +82,717 shares

    9.4% of the 13F portfolio, value $21,093,739.

    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 183,383 shares
    Change vs previous 13F +8,567 shares

    6.55% of the 13F portfolio, value $14,617,562.

    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 174,816 shares
    Change vs previous 13F +13,655 shares

    6.64% of the 13F portfolio, value $13,973,055.

    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 161,161 shares
    Change vs previous 13F -10,124 shares

    6.34% of the 13F portfolio, value $12,812,313.

    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 171,285 shares
    Change vs previous 13F -562 shares

    7.07% of the 13F portfolio, value $13,521,222.

    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 171,847 shares
    Change vs previous 13F +12,128 shares

    6.84% of the 13F portfolio, value $13,405,761.

    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 159,719 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $12,684,901.

    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).