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Tanager Wealth Management LLP: XHLF position timeline

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

Tanager Wealth Management LLP held 970,303 XHLF 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 970,303 shares
    Change vs previous 13F -491,839 shares

    4.25% of the 13F portfolio, value $48,806,243.

    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 1,462,142 shares
    Change vs previous 13F -292,053 shares

    7.12% of the 13F portfolio, value $73,589,609.

    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 1,754,195 shares
    Change vs previous 13F -304,861 shares

    8.8% of the 13F portfolio, value $88,181,720.

    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 2,059,056 shares
    Change vs previous 13F -143,019 shares

    10.9% of the 13F portfolio, value $103,817,581.

    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 2,202,075 shares
    Change vs previous 13F -28,432 shares

    13.07% of the 13F portfolio, value $110,852,453.

    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 2,230,507 shares
    Change vs previous 13F +50,967 shares

    14.61% of the 13F portfolio, value $112,317,182.

    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 2,179,540 shares
    Change vs previous 13F +826,181 shares

    14.24% of the 13F portfolio, value $109,771,127.

    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 1,353,359 shares
    Change vs previous 13F not available

    9.19% of the 13F portfolio, value $68,263,428.

    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).