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Tanager Wealth Management LLP Historic Quarter Change: USA Preferred Shares, Added

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Tanager Wealth Management LLP historic quarter change: USA Preferred Shares, Added

In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Tanager Wealth Management LLP opened 2 positions, added to 14, reduced 6 and sold out of 0.

  • Q2 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 186,725.
  • Q2 2026: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 48,804.
  • Q1 2026: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 1,449,088.
  • Q4 2025: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 1,286,346.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PFF
ISHARES TR		PFD AND INCM SEC186,725297,175+110,450$5,661,501$9,060,873+$3,399,3722026-07-23
Q2 2026FPE
FIRST TR EXCH TRADED FD III		PFD SECS INC ETF48,80449,731+927$866,271$889,190+$22,9192026-07-23
Q1 2026PFXF
VANECK ETF TRUST		PREFERRED SECURT1,449,0881,587,632+138,544$25,590,894$27,847,057+$2,256,1632026-04-20
Q4 2025PFXF
VANECK ETF TRUST		PREFERRED SECURT1,286,3461,449,088+162,742$22,858,368$25,590,894+$2,732,5262026-01-26
Q4 2025PFF
ISHARES TR		PFD AND INCM SEC162,532206,740+44,208$5,139,257$6,400,672+$1,261,4152026-01-26
Q3 2025PFXF
VANECK ETF TRUST		PREFERRED SECURT1,142,0361,286,346+144,310$19,551,651$22,858,368+$3,306,7172025-10-24
Q3 2025PFF
ISHARES TR		PFD AND INCM SEC118,197162,532+44,335$3,626,277$5,139,257+$1,512,9802025-10-24
Q2 2025PFF
ISHARES TR		PFD AND INCM SEC73,413118,197+44,784$2,255,981$3,626,277+$1,370,2962025-07-18
Q2 2025FPE
FIRST TR EXCH TRADED FD III		PFD SECS INC ETF19,31651,836+32,520$339,768$922,681+$582,9132025-07-18
Q1 2025FPE
FIRST TR EXCH TRADED FD III		PFD SECS INC ETF14,93919,316+4,377$264,420$339,768+$75,3482025-04-24
Q4 2024PFXF
VANECK ETF TRUST		PREFERRED SECURT1,263,7491,310,146+46,397$23,076,057$22,600,019-$476,0382025-01-27
Q3 2024PFXF
VANECK ETF TRUST		PREFERRED SECURT1,171,3011,263,749+92,448$20,263,507$23,076,057+$2,812,5502024-10-22
Q2 2024PFXF
VANECK ETF TRUST		PREFERRED SECURT1,096,6571,171,301+74,644$19,399,862$20,263,507+$863,6452024-07-25
Q1 2024PFXF
VANECK ETF TRUST		PREFERRED SECURT914,6311,096,657+182,026$15,713,361$19,399,862+$3,686,5012024-05-01

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