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Disclosery

Tanager Wealth Management LLP: DFSI position timeline

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

Tanager Wealth Management LLP held 7,921 DFSI 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 7,921 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $357,237.

    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 7,912 shares
    Change vs previous 13F -1,870 shares

    0.03% of the 13F portfolio, value $335,469.

    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 9,782 shares
    Change vs previous 13F -2,872 shares

    0.04% of the 13F portfolio, value $419,110.

    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 12,654 shares
    Change vs previous 13F -1,649 shares

    0.05% of the 13F portfolio, value $518,183.

    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 14,303 shares
    Change vs previous 13F +954 shares

    0.07% of the 13F portfolio, value $563,681.

    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 13,349 shares
    Change vs previous 13F -8 shares

    0.06% of the 13F portfolio, value $465,747.

    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 13,357 shares
    Change vs previous 13F +2,956 shares

    0.06% of the 13F portfolio, value $438,777.

    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 10,401 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $371,682.

    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).