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Disclosery

Tanager Wealth Management LLP: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tanager Wealth Management LLP on DFAE, newest first. How the timeline and the estimate are built.

Tanager Wealth Management LLP held 15,010 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,010 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $603,567.

    13F-HR 0002085853-26-000832 filed by Tanager Wealth Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,007 shares
    Change vs previous 13F -1,008 shares

    0.05% of the 13F portfolio, value $508,144.

    13F-HR 0002085853-26-000423 filed by Tanager Wealth Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,015 shares
    Change vs previous 13F -3,799 shares

    0.05% of the 13F portfolio, value $521,618.

    13F-HR 0002085853-26-000090 filed by Tanager Wealth Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,814 shares
    Change vs previous 13F -2,533 shares

    0.07% of the 13F portfolio, value $624,720.

    13F-HR 0002085853-25-000151 filed by Tanager Wealth Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,347 shares
    Change vs previous 13F -1,596 shares

    0.08% of the 13F portfolio, value $646,936.

    13F-HR 0001667731-25-000880 filed by Tanager Wealth Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,943 shares
    Change vs previous 13F -2,940 shares

    0.08% of the 13F portfolio, value $619,888.

    13F-HR 0001667731-25-000519 filed by Tanager Wealth Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,883 shares
    Change vs previous 13F -1,880 shares

    0.09% of the 13F portfolio, value $682,018.

    13F-HR 0001667731-25-000131 filed by Tanager Wealth Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,763 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $788,396.

    13F-HR 0001892929-24-000005 filed by Tanager Wealth Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).