Skip to content
Disclosery

Tanglewood Legacy Advisors, LLC: DOCT position timeline

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

Tanglewood Legacy Advisors, LLC held 12,246 DOCT 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 12,246 shares
    Change vs previous 13F -181 shares

    0.18% of the 13F portfolio, value $571,644.

    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 12,427 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $539,682.

    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 12,427 shares
    Change vs previous 13F +4,897 shares

    0.21% of the 13F portfolio, value $550,391.

    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 7,530 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $325,320.

    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 7,530 shares
    Change vs previous 13F -738 shares

    0.13% of the 13F portfolio, value $309,244.

    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 8,268 shares
    Change vs previous 13F -2,370 shares

    0.14% of the 13F portfolio, value $317,078.

    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 10,638 shares
    Change vs previous 13F -2,269 shares

    0.18% of the 13F portfolio, value $418,818.

    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 12,907 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $503,757.

    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).