TY — TRI CONTL CORP

Ownership history in TANDEM CAPITAL MANAGEMENT CORP /ADV  ·  18 quarters on record

AI Ownership Summary

TANDEM CAPITAL MANAGEMENT CORP /ADV reported TRI CONTL CORP (TY) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2023 Q4. The latest visible filing shows TY at 0.13% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TANDEM CAPITAL MANAGEMENT CORP /ADV's position in TRI CONTL CORP, 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 Q1

TY was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

TY stock page TANDEM CAPITAL MANAGEMENT CORP /ADV fund profile TANDEM CAPITAL MANAGEMENT CORP /ADV full holdings
How TANDEM CAPITAL MANAGEMENT CORP /ADV held TY — position size vs. price
% of Fund (quarterly)    TY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 8,300 — 0% 0.13% $262K 2026-04-16 $33.66
2025 Q4 UNCHANGED 8,300 — 0% 0.12% $271K 2026-01-23 $32.96
2025 Q3 UNCHANGED 8,300 — 0% 0.13% $282K 2025-11-12 $33.78
2025 Q2 ADDED 8,300 +200 +2.5% 0.13% $263K 2025-07-24 $31.91
2025 Q1 UNCHANGED 8,100 — 0% 0.14% $248K 2025-04-22 $27.47
2024 Q4 UNCHANGED 8,100 — 0% 0.14% $257K 2025-01-27 $31.25
2024 Q3 UNCHANGED 8,100 — 0% 0.14% $249K 2024-10-23 $31.42
2024 Q2 UNCHANGED 8,100 — 0% 0.14% $254K 2024-07-08 $29.39
2024 Q1 UNCHANGED 8,100 — 0% 0.14% $249K 2024-05-16 $28.39
2023 Q4 UNCHANGED 8,100 — 0% 0.14% $234K 2024-02-02 $26.74
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TY

As of 2026 Q1 — sorted by position size

Uncommon Cents Investing LLC 3Y 7Y 1.17% Unify Financial Advisors 0.28% Successful Portfolios LLC 3Y 7Y 0.26% WHITENER CAPITAL MANAGEMENT, INC. 3Y 7Y 0.24% Stolper Co 3Y 0.24% American Institute for Advanced Investment Management, LLP 3Y 0.21% CORA CAPITAL ADVISORS LLC 3Y 0.13% First PREMIER Bank 3Y 7Y 0.12% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 0.11% EVOLVE PRIVATE WEALTH, LLC 0.1%

FAQ About TANDEM CAPITAL MANAGEMENT CORP /ADV and TY

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

How long has TANDEM CAPITAL MANAGEMENT CORP /ADV reported owning TY?

TANDEM CAPITAL MANAGEMENT CORP /ADV reported TY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TY position in TANDEM CAPITAL MANAGEMENT CORP /ADV's portfolio?

The largest reported portfolio weight for TY was 0.14% in 2023 Q4.

What is the latest reported TY position on this page?

The most recent filing on this page is 2026 Q1, when TANDEM CAPITAL MANAGEMENT CORP /ADV reported 8,300 shares, equal to 0.13% of portfolio, with an estimated market value of $262K.

What does the chart on this TY ownership page compare?

The chart compares TANDEM CAPITAL MANAGEMENT CORP /ADV's quarterly TY 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.

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