Tanglewood Legacy Advisors, LLC: IWR position timeline

Tanglewood Legacy Advisors, LLC held 93,523 IWR 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 93,523 shares

   Change vs previous 13F +1,928 shares

   3.33% of the 13F portfolio, value $10,317,506.

   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 91,595 shares

   Change vs previous 13F +536 shares

   3.22% of the 13F portfolio, value $8,905,823.

   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 91,059 shares

   Change vs previous 13F +799 shares

   3.29% of the 13F portfolio, value $8,766,201.

   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 90,260 shares

   Change vs previous 13F +3,440 shares

   3.37% of the 13F portfolio, value $8,714,567.

   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 86,820 shares

   Change vs previous 13F -2,547 shares

   3.28% of the 13F portfolio, value $7,984,800.

   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 89,367 shares

   Change vs previous 13F +5,575 shares

   3.33% of the 13F portfolio, value $7,602,434.

   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 83,792 shares

   Change vs previous 13F +1,270 shares

   3.17% of the 13F portfolio, value $7,407,210.

   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 82,522 shares

   Change vs previous 13F not available

   3.23% of the 13F portfolio, value $7,273,516.

   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).