Tanager Wealth Management LLP historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Tanager Wealth Management LLP opened 53 positions, added to 230, reduced 182 and sold out of 24.
- Q2 2026: Stock TFI; Country of operation —; Class STATE STREET SPD; Shares before 8,022.
- Q2 2026: Stock DFUS; Country of operation —; Class US EQUITY MARKET; Shares before 4,890.
- Q2 2026: Stock IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 2,651.
- Q2 2026: Stock DFSE; Country of operation —; Class EMERGING MARKETS; Shares before 5,926.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1892929), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
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