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Tanglewood Legacy Advisors, LLC: DJUN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tanglewood Legacy Advisors, LLC on DJUN, newest first. How the timeline and the estimate are built.

Tanglewood Legacy Advisors, LLC held 47,164 DJUN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,164 shares
    Change vs previous 13F +7,823 shares

    0.75% of the 13F portfolio, value $2,324,240.

    13F-HR 0001965616-26-000004 filed by Tanglewood Legacy Advisors, LLC
    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 39,341 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,850,550.

    13F-HR 0001965616-26-000002 filed by Tanglewood Legacy Advisors, LLC
    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 39,341 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,862,466.

    13F-HR 0001965616-26-000001 filed by Tanglewood Legacy Advisors, LLC
    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 39,341 shares
    Change vs previous 13F -121 shares

    0.71% of the 13F portfolio, value $1,829,395.

    13F-HR 0001965616-25-000006 filed by Tanglewood Legacy Advisors, LLC
    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 39,462 shares
    Change vs previous 13F -1,721 shares

    0.73% of the 13F portfolio, value $1,776,646.

    13F-HR 0001992825-25-000009 filed by Tanglewood Legacy Advisors, LLC
    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 41,183 shares
    Change vs previous 13F -7,954 shares

    0.76% of the 13F portfolio, value $1,729,015.

    13F-HR 0001965616-25-000002 filed by Tanglewood Legacy Advisors, LLC
    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 49,137 shares
    Change vs previous 13F -1,901 shares

    0.91% of the 13F portfolio, value $2,126,659.

    13F-HR 0001965616-25-000001 filed by Tanglewood Legacy Advisors, LLC
    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 51,038 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,172,025.

    13F-HR 0001965616-24-000005 filed by Tanglewood Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).