Current Market Value 847,900,041
Current Holdings 123
Most Recent File Date 2025-07-18
Total Filings on Record 16
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Tanager Wealth Management LLP . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-18 2025-06-30 13F-HR 123 847,900
2025-04-24 2025-03-31 13F-HR 116 768,893
2025-01-27 2024-12-31 13F-HR 118 770,679
2024-10-22 2024-09-30 13F-HR 109 743,016
2024-07-25 2024-06-30 13F-HR 95 671,943
2024-05-01 2024-03-31 13F-HR 87 619,207
2024-01-31 2023-12-31 13F-HR 79 549,719
2023-11-08 2023-09-30 13F-HR 75 482,222
2023-08-03 2023-06-30 13F-HR 84 462,117
2023-04-18 2023-03-31 13F-HR 71 421,796
2023-01-27 2022-12-31 13F-HR/A 1 R 80 371,204
2023-01-20 2022-12-31 13F-HR 50 141,411
2022-10-26 2022-09-30 13F-HR 45 126,275
2022-08-02 2022-06-30 13F-HR 41 121,253
2022-05-16 2022-03-31 13F-HR 39 132,717
2022-02-14 2021-12-31 13F-HR 42 132,455