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Disclosery

Tanager Wealth Management LLP: DFIS position timeline

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

Tanager Wealth Management LLP held 502,319 DFIS 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 502,319 shares
    Change vs previous 13F +2,757 shares

    1.53% of the 13F portfolio, value $17,596,219.

    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 499,562 shares
    Change vs previous 13F +9,427 shares

    1.63% of the 13F portfolio, value $16,820,259.

    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 490,135 shares
    Change vs previous 13F +28,249 shares

    1.61% of the 13F portfolio, value $16,145,050.

    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 461,886 shares
    Change vs previous 13F +60,100 shares

    1.53% of the 13F portfolio, value $14,609,440.

    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 401,786 shares
    Change vs previous 13F +83,012 shares

    1.41% of the 13F portfolio, value $11,989,284.

    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 318,774 shares
    Change vs previous 13F +84,797 shares

    1.07% of the 13F portfolio, value $8,237,121.

    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 233,977 shares
    Change vs previous 13F +222,361 shares

    0.75% of the 13F portfolio, value $5,745,306.

    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 11,616 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $311,657.

    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).