Tanglewood Legacy Advisors, LLC: IWF position timeline

Tanglewood Legacy Advisors, LLC held 71,396 IWF 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 71,396 shares

   Change vs previous 13F +53,722 shares

   2.86% of the 13F portfolio, value $8,865,282.

   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 17,674 shares

   Change vs previous 13F +511 shares

   2.73% of the 13F portfolio, value $7,536,228.

   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 17,163 shares

   Change vs previous 13F -231 shares

   3.05% of the 13F portfolio, value $8,123,130.

   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 17,394 shares

   Change vs previous 13F +498 shares

   3.15% of the 13F portfolio, value $8,147,597.

   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 16,896 shares

   Change vs previous 13F +128 shares

   2.94% of the 13F portfolio, value $7,173,600.

   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 16,768 shares

   Change vs previous 13F -207 shares

   2.65% of the 13F portfolio, value $6,054,849.

   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 16,975 shares

   Change vs previous 13F -23 shares

   2.91% of the 13F portfolio, value $6,816,778.

   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 16,998 shares

   Change vs previous 13F not available

   2.83% of the 13F portfolio, value $6,380,544.

   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).