WM-1042 · Anjali Mehra
Investment reports & statements
Portfolio value
$834,792
Unrealised gain
$179,408
Reporting since
12 Apr 2019
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Quarterly Portfolio Statement
Q2 2026 · generated 30 Jul 2026
Quarterly Portfolio Statement for Anjali Mehra covering Q2 2026. Includes holdings valuation, realised and unrealised gains, income received and fee disclosures.
Capital Gains Summary
FY 2025/26 · generated 05 Jun 2026
Capital Gains Summary for Anjali Mehra covering FY 2025/26. Includes holdings valuation, realised and unrealised gains, income received and fee disclosures.
Tax Statement
FY 2025/26 · generated 11 May 2026
Tax Statement for Anjali Mehra covering FY 2025/26. Includes holdings valuation, realised and unrealised gains, income received and fee disclosures.
Annual Wealth Review
2025 · generated 10 Feb 2026
Annual Wealth Review for Anjali Mehra covering 2025. Includes holdings valuation, realised and unrealised gains, income received and fee disclosures.