Skip to content
Disclosery

Tanglewood Legacy Advisors, LLC: IUSG position timeline

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

Tanglewood Legacy Advisors, LLC held 335,931 IUSG 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 335,931 shares
    Change vs previous 13F -285 shares

    20.39% of the 13F portfolio, value $63,185,274.

    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 336,216 shares
    Change vs previous 13F +11,097 shares

    18.86% of the 13F portfolio, value $52,150,476.

    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 325,119 shares
    Change vs previous 13F +6,037 shares

    20.5% of the 13F portfolio, value $54,600,517.

    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 319,082 shares
    Change vs previous 13F +5,092 shares

    20.28% of the 13F portfolio, value $52,501,676.

    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 313,990 shares
    Change vs previous 13F -1,013 shares

    19.37% of the 13F portfolio, value $47,224,078.

    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 315,003 shares
    Change vs previous 13F -16,599 shares

    17.54% of the 13F portfolio, value $40,030,572.

    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 331,602 shares
    Change vs previous 13F -198 shares

    19.75% of the 13F portfolio, value $46,208,682.

    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 331,800 shares
    Change vs previous 13F not available

    19.44% of the 13F portfolio, value $43,767,753.

    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).