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Tanager Wealth Management LLP: PFXF position timeline

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

Tanager Wealth Management LLP held 1,530,332 PFXF 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 1,530,332 shares
    Change vs previous 13F -57,300 shares

    2.38% of the 13F portfolio, value $27,301,116.

    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 1,587,632 shares
    Change vs previous 13F +138,544 shares

    2.69% of the 13F portfolio, value $27,847,057.

    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 1,449,088 shares
    Change vs previous 13F +162,742 shares

    2.56% of the 13F portfolio, value $25,590,894.

    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 1,286,346 shares
    Change vs previous 13F +144,310 shares

    2.4% of the 13F portfolio, value $22,858,368.

    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 1,142,036 shares
    Change vs previous 13F -59,193 shares

    2.31% of the 13F portfolio, value $19,551,651.

    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 1,201,229 shares
    Change vs previous 13F -108,917 shares

    2.62% of the 13F portfolio, value $20,132,606.

    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 1,310,146 shares
    Change vs previous 13F +46,397 shares

    2.93% of the 13F portfolio, value $22,600,019.

    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 1,263,749 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $23,076,057.

    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).