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Disclosery

Tanager Wealth Management LLP: IWM position timeline

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

Tanager Wealth Management LLP held 9,168 IWM 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 9,168 shares
    Change vs previous 13F -1,863 shares

    0.24% of the 13F portfolio, value $2,754,526.

    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 11,031 shares
    Change vs previous 13F -480 shares

    0.26% of the 13F portfolio, value $2,735,688.

    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 11,511 shares
    Change vs previous 13F -873 shares

    0.28% of the 13F portfolio, value $2,833,548.

    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 12,384 shares
    Change vs previous 13F -134 shares

    0.31% of the 13F portfolio, value $2,996,433.

    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 12,518 shares
    Change vs previous 13F +9,209 shares

    0.32% of the 13F portfolio, value $2,701,259.

    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 3,309 shares
    Change vs previous 13F +2,055 shares

    0.09% of the 13F portfolio, value $660,112.

    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 1,254 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $277,084.

    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).