JFS WEALTH ADVISORS, LLC TNDM — TANDEM DIABETES CARE INC

Ownership history in JFS WEALTH ADVISORS, LLC  ·  8 quarters on record

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported TANDEM DIABETES CARE INC (TNDM) in 8 quarterly 13F filings from 2024 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 JFS WEALTH ADVISORS, 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 2024 Q3

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

Time in book
Holding Window
2024 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 JFS WEALTH ADVISORS, LLC fund profile JFS WEALTH ADVISORS, LLC full holdings
How JFS WEALTH ADVISORS, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 24 +9 +60.0% 0.00% $363 2026-07-10 $15.41
2026 Q1 UNCHANGED — — — 15 — 0% 0.00% $288 2026-04-21 $20.03
2025 Q4 UNCHANGED — — — 15 — 0% 0.00% $330 2026-01-14 $20.87
2025 Q3 UNCHANGED — — — 15 — 0% 0.00% $183 2025-11-10 $16.37
2025 Q2 UNCHANGED — — — 15 — 0% 0.00% $280 2025-07-24 $15.44
2025 Q1 UNCHANGED — — — 15 — 0% 0.00% $288 2025-04-22 $16.35
2024 Q4 UNCHANGED — — — 15 — 0% 0.00% $541 2025-01-31 $37.06
2024 Q3 INITIATED — — — 15 — — 0.00% $637 2024-10-25 $31.35

🏢 Other funds also holding TNDM

As of 2026 Q2 — sorted by position size

180 WEALTH ADVISORS, LLC 3Y 7Y 0.04% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.02% GAMMA Investing LLC 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% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% ELEVATION WEALTH PARTNERS, LLC 0.0% Cedar Mountain Advisors, LLC 3Y 0.0% EASTERN BANK 3Y 7Y 0.0%

FAQ About JFS WEALTH ADVISORS, 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 JFS WEALTH ADVISORS, LLC reported owning TNDM?

JFS WEALTH ADVISORS, LLC reported TNDM across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported TNDM position in JFS WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for TNDM was 0.00% in 2024 Q3.

What is the latest reported TNDM position on this page?

The most recent filing on this page is 2026 Q2, when JFS WEALTH ADVISORS, LLC reported 24 shares, equal to 0.00% of portfolio, with an estimated market value of $363.

What does the chart on this TNDM ownership page compare?

The chart compares JFS WEALTH ADVISORS, 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.

← Back to JFS WEALTH ADVISORS, LLC Holdings