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Tanager Wealth Management LLP: ITOT position timeline

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

Tanager Wealth Management LLP held 1,100,577 ITOT 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 1,100,577 shares
    Change vs previous 13F -6,699 shares

    15.74% of the 13F portfolio, value $180,791,711.

    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 1,107,276 shares
    Change vs previous 13F +109,337 shares

    15.26% of the 13F portfolio, value $157,709,329.

    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 997,939 shares
    Change vs previous 13F +67,522 shares

    14.81% of the 13F portfolio, value $148,383,541.

    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 930,417 shares
    Change vs previous 13F +113,752 shares

    14.23% of the 13F portfolio, value $135,515,201.

    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 816,665 shares
    Change vs previous 13F +291,257 shares

    13.01% of the 13F portfolio, value $110,282,422.

    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 525,408 shares
    Change vs previous 13F not available

    8.34% of the 13F portfolio, value $64,105,020.

    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).