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Tanager Wealth Management LLP: TAXX position timeline

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

Tanager Wealth Management LLP held 234,724 TAXX 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 234,724 shares
    Change vs previous 13F +4,485 shares

    1.04% of the 13F portfolio, value $11,909,896.

    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 230,239 shares
    Change vs previous 13F +41,025 shares

    1.13% of the 13F portfolio, value $11,639,733.

    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 189,214 shares
    Change vs previous 13F +9,781 shares

    0.96% of the 13F portfolio, value $9,597,863.

    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 179,433 shares
    Change vs previous 13F +44,084 shares

    0.96% of the 13F portfolio, value $9,147,494.

    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 135,349 shares
    Change vs previous 13F +11,431 shares

    0.81% of the 13F portfolio, value $6,909,566.

    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 123,918 shares
    Change vs previous 13F +13,955 shares

    0.82% of the 13F portfolio, value $6,266,533.

    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 109,963 shares
    Change vs previous 13F +80,911 shares

    0.72% of the 13F portfolio, value $5,552,836.

    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 29,052 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,475,551.

    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).