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Ultimus Managers Tr shares owned by Tandem Financial

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Tandem Financial from 13F filings

Historical chart of Tandem Financial investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Tandem Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr by Tandem Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 7.6k 26.71

More positions owned by Tandem Financial

Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Gold Tr Gold Shs (GLD)
Philip Morris International (PM)
Apple (AAPL)
Ishares Tr Us Aer Def Etf (ITA)
Microsoft Corporation (MSFT)
Tcw Etf Trust Flexible Income (FLXR)
Sprott Fds Tr Uranium Miners E (URNM)

View all positions for Tandem Financial

Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
Janney Montgomery Scott
Stifel Financial
Miller Global Investments
Rockefeller Capital Management
North Star Investment Management
Royal Bank of Canada
Jane Street
Cambridge Investment Research Advisors
Clear Trail Advisors
Advisor Group Holdings
Wealthcare Advisory Partners
Steward Partners Investment Advisory
Old Mission Capital

View all funds holding Ultimus Managers Tr