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Tanglewood Legacy Advisors, LLC: IVV position timeline

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

Tanglewood Legacy Advisors, LLC held 2,468 IVV 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 2,468 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,848,167.

    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 2,468 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,611,940.

    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 2,468 shares
    Change vs previous 13F +38 shares

    0.63% of the 13F portfolio, value $1,690,130.

    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 2,430 shares
    Change vs previous 13F +10 shares

    0.63% of the 13F portfolio, value $1,626,636.

    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 2,420 shares
    Change vs previous 13F -110 shares

    0.62% of the 13F portfolio, value $1,502,690.

    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 2,530 shares
    Change vs previous 13F -37 shares

    0.62% of the 13F portfolio, value $1,421,607.

    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 2,567 shares
    Change vs previous 13F +38 shares

    0.65% of the 13F portfolio, value $1,511,034.

    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 2,529 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,458,550.

    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).