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Tanager Wealth Management LLP: DFAS position timeline

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

Tanager Wealth Management LLP held 366,497 DFAS 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 366,497 shares
    Change vs previous 13F -22,842 shares

    2.63% of the 13F portfolio, value $30,177,375.

    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 389,339 shares
    Change vs previous 13F -19,532 shares

    2.68% of the 13F portfolio, value $27,693,658.

    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 408,871 shares
    Change vs previous 13F +8,973 shares

    2.84% of the 13F portfolio, value $28,486,024.

    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 399,898 shares
    Change vs previous 13F +11,011 shares

    2.87% of the 13F portfolio, value $27,377,042.

    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 388,887 shares
    Change vs previous 13F -10,965 shares

    2.92% of the 13F portfolio, value $24,775,996.

    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 399,852 shares
    Change vs previous 13F +8,137 shares

    3.11% of the 13F portfolio, value $23,891,146.

    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 391,715 shares
    Change vs previous 13F +18,097 shares

    3.31% of the 13F portfolio, value $25,492,812.

    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 373,618 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $24,232,863.

    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).