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Disclosery

Tanager Wealth Management LLP: IWV position timeline

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

Tanager Wealth Management LLP held 35,804 IWV 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 35,804 shares
    Change vs previous 13F +706 shares

    1.33% of the 13F portfolio, value $15,266,826.

    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 35,098 shares
    Change vs previous 13F -1,737 shares

    1.26% of the 13F portfolio, value $13,010,127.

    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 36,835 shares
    Change vs previous 13F -1,973 shares

    1.42% of the 13F portfolio, value $14,249,620.

    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 38,808 shares
    Change vs previous 13F -616 shares

    1.54% of the 13F portfolio, value $14,705,904.

    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 39,424 shares
    Change vs previous 13F +889 shares

    1.63% of the 13F portfolio, value $13,837,824.

    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 38,535 shares
    Change vs previous 13F -2,677 shares

    1.59% of the 13F portfolio, value $12,240,257.

    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 41,212 shares
    Change vs previous 13F +875 shares

    1.79% of the 13F portfolio, value $13,775,111.

    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 40,337 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $13,179,308.

    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).