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Tandem Investment Partners LLC Historic Quarter Change: USA Preferred Shares, Added

Tandem Investment Partners LLC historic quarter change: USA Preferred Shares, Added

In preferred shares (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Tandem Investment Partners LLC opened 0 positions, added to 5, reduced 1 and sold out of 0.

  • Q2 2026: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 22,240.
  • Q1 2026: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 21,990.
  • Q4 2025: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 19,515.
  • Q2 2025: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 19,615.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2056333), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PFXF
VANECK ETF TRUST
PREFERRED SECURT22,24022,365+125$390,090$398,992+$8,9022026-07-27
Q1 2026PFXF
VANECK ETF TRUST
PREFERRED SECURT21,99022,240+250$388,343$390,090+$1,7472026-05-13
Q4 2025PFXF
VANECK ETF TRUST
PREFERRED SECURT19,51521,990+2,475$346,782$388,343+$41,5612026-01-21
Q2 2025PFXF
VANECK ETF TRUST
PREFERRED SECURT19,61519,690+75$328,747$337,093+$8,3462025-07-22
Q1 2025PFXF
VANECK ETF TRUST
PREFERRED SECURT19,36519,615+250$334,046$328,747-$5,2992025-05-09

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