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Tanager Wealth Management LLP: IVV position timeline

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

Tanager Wealth Management LLP held 1,788 IVV 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 1,788 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,339,015.

    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 1,788 shares
    Change vs previous 13F +225 shares

    0.11% of the 13F portfolio, value $1,167,939.

    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 1,563 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,070,561.

    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 1,563 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,046,116.

    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 1,563 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $970,467.

    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 1,563 shares
    Change vs previous 13F +624 shares

    0.11% of the 13F portfolio, value $878,250.

    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 939 shares
    Change vs previous 13F -680 shares

    0.07% of the 13F portfolio, value $552,771.

    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 1,619 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $933,872.

    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).