WEALTH ENHANCEMENT ADVISORY SERVICES, LLC TNDM — TANDEM DIABETES CARE INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  4 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported TANDEM DIABETES CARE INC (TNDM) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows TNDM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TNDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in TANDEM DIABETES CARE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TNDM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TNDM stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held TNDM — position size vs. price
% of Fund (quarterly)    TNDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 26,438 +4,318 +19.5% 0.00% $407K 2026-07-15 $15.28
2026 Q1 ADDED — — — 22,120 +3,427 +18.3% 0.00% $412K 2026-04-08 $19.35
2025 Q4 ADDED — — — 18,693 +3,611 +23.9% 0.00% $440K 2026-01-08 $22.50
2025 Q3 INITIATED — — — 15,082 — — 0.00% $219K 2025-10-29 $15.15

🏢 Other funds also holding TNDM

As of 2026 Q2 — sorted by position size

Y-Intercept (Hong Kong) Ltd 3Y 0.09% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.04% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.02% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.0% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0% CoreCap Advisors, LLC 3Y 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and TNDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning TNDM?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported TNDM across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported TNDM position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for TNDM was 0.00% in 2026 Q1.

What is the latest reported TNDM position on this page?

The most recent filing on this page is 2026 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 26,438 shares, equal to 0.00% of portfolio, with an estimated market value of $407K.

What does the chart on this TNDM ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly TNDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their TNDM position?

Based on 13F filing dates vs. subsequent TNDM price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TNDM relative to SPY over the holding period was -11.8%.

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