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Disclosery

Tandem Wealth Advisors LLC: VFH position timeline

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

Tandem Wealth Advisors LLC held 28,535 VFH 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 28,535 shares
    Change vs previous 13F +958 shares

    1.49% of the 13F portfolio, value $3,755,238.

    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 27,577 shares
    Change vs previous 13F +214 shares

    1.49% of the 13F portfolio, value $3,331,630.

    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 27,363 shares
    Change vs previous 13F +2,043 shares

    1.53% of the 13F portfolio, value $3,421,254.

    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 25,320 shares
    Change vs previous 13F -730 shares

    1.58% of the 13F portfolio, value $3,322,958.

    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 26,050 shares
    Change vs previous 13F +757 shares

    1.64% of the 13F portfolio, value $3,316,191.

    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 25,293 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $3,015,094.

    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).