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Tanglewood Legacy Advisors, LLC: SCHV position timeline

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

Tanglewood Legacy Advisors, LLC held 13,953 SCHV 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 13,953 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $485,704.

    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 13,953 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $425,566.

    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 13,953 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $413,147.

    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 13,953 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $406,171.

    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 13,953 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $386,079.

    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 13,953 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $370,871.

    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 13,953 shares
    Change vs previous 13F +9,302 shares

    0.16% of the 13F portfolio, value $363,755.

    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 4,651 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $373,802.

    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).