Tanglewood Legacy Advisors, LLC: USMV position timeline

Tanglewood Legacy Advisors, LLC held 18,787 USMV 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 18,787 shares

   Change vs previous 13F -1,604 shares

   0.58% of the 13F portfolio, value $1,812,191.

   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 20,391 shares

   Change vs previous 13F -309 shares

   0.68% of the 13F portfolio, value $1,891,063.

   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 20,700 shares

   Change vs previous 13F -588 shares

   0.73% of the 13F portfolio, value $1,949,084.

   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 21,288 shares

   Change vs previous 13F -539 shares

   0.78% of the 13F portfolio, value $2,025,352.

   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 21,827 shares

   Change vs previous 13F -4,550 shares

   0.84% of the 13F portfolio, value $2,048,872.

   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 26,377 shares

   Change vs previous 13F -3,424 shares

   1.08% of the 13F portfolio, value $2,470,477.

   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 29,801 shares

   Change vs previous 13F -330 shares

   1.13% of the 13F portfolio, value $2,646,043.

   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 30,131 shares

   Change vs previous 13F not available

   1.22% of the 13F portfolio, value $2,751,287.

   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).