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Tanglewood Legacy Advisors, LLC: SPY position timeline

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

Tanglewood Legacy Advisors, LLC held 6,719 SPY 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 6,719 shares
    Change vs previous 13F -158 shares

    1.62% of the 13F portfolio, value $5,017,464.

    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 6,877 shares
    Change vs previous 13F +487 shares

    1.62% of the 13F portfolio, value $4,472,561.

    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 6,390 shares
    Change vs previous 13F +149 shares

    1.64% of the 13F portfolio, value $4,357,749.

    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 6,241 shares
    Change vs previous 13F +27 shares

    1.61% of the 13F portfolio, value $4,157,434.

    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 6,214 shares
    Change vs previous 13F +25 shares

    1.58% of the 13F portfolio, value $3,839,289.

    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 6,189 shares
    Change vs previous 13F -1,289 shares

    1.52% of the 13F portfolio, value $3,462,064.

    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 7,478 shares
    Change vs previous 13F +22 shares

    1.87% of the 13F portfolio, value $4,382,683.

    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 7,456 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $4,277,978.

    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).