Tanglewood Legacy Advisors, LLC: IWD position timeline

Tanglewood Legacy Advisors, LLC held 22,694 IWD 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 22,694 shares

   Change vs previous 13F +11 shares

   1.78% of the 13F portfolio, value $5,501,818.

   13F-HR 0001965616-26-000004 filed by Tanglewood Legacy Advisors, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 22,683 shares

   Change vs previous 13F -637 shares

   1.75% of the 13F portfolio, value $4,846,751.

   13F-HR 0001965616-26-000002 filed by Tanglewood Legacy Advisors, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 23,320 shares

   Change vs previous 13F -863 shares

   1.84% of the 13F portfolio, value $4,905,081.

   13F-HR 0001965616-26-000001 filed by Tanglewood Legacy Advisors, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 24,183 shares

   Change vs previous 13F +481 shares

   1.9% of the 13F portfolio, value $4,923,346.

   13F-HR 0001965616-25-000006 filed by Tanglewood Legacy Advisors, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 23,702 shares

   Change vs previous 13F -5,427 shares

   1.89% of the 13F portfolio, value $4,603,663.

   13F-HR 0001992825-25-000009 filed by Tanglewood Legacy Advisors, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 29,129 shares

   Change vs previous 13F +1,459 shares

   2.4% of the 13F portfolio, value $5,480,832.

   13F-HR 0001965616-25-000002 filed by Tanglewood Legacy Advisors, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 27,670 shares

   Change vs previous 13F -289 shares

   2.19% of the 13F portfolio, value $5,122,575.

   13F-HR 0001965616-25-000001 filed by Tanglewood Legacy Advisors, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 27,959 shares

   Change vs previous 13F not available

   2.36% of the 13F portfolio, value $5,306,686.

   13F-HR 0001965616-24-000005 filed by Tanglewood Legacy Advisors, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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