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Tandem Wealth Advisors LLC: XLU position timeline

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

Tandem Wealth Advisors LLC held 17,567 XLU 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 17,567 shares
    Change vs previous 13F +1,121 shares

    0.32% of the 13F portfolio, value $796,488.

    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 16,446 shares
    Change vs previous 13F +332 shares

    0.34% of the 13F portfolio, value $754,707.

    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 16,114 shares
    Change vs previous 13F +9,418 shares

    0.31% of the 13F portfolio, value $687,907.

    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 6,696 shares
    Change vs previous 13F +1,276 shares

    0.28% of the 13F portfolio, value $583,958.

    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 5,420 shares
    Change vs previous 13F -38 shares

    0.22% of the 13F portfolio, value $442,597.

    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 5,458 shares
    Change vs previous 13F +612 shares

    0.23% of the 13F portfolio, value $430,363.

    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 4,846 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $366,794.

    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).