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Tanglewood Wealth Management, Inc.: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tanglewood Wealth Management, Inc. on EFG, newest first. How the timeline and the estimate are built.

Tanglewood Wealth Management, Inc. held 16,818 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,818 shares
    Change vs previous 13F -2,065 shares

    0.18% of the 13F portfolio, value $2,092,496.

    13F-HR 0001454308-26-000004 filed by Tanglewood Wealth Management, Inc.
    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 18,883 shares
    Change vs previous 13F -1,489 shares

    0.17% of the 13F portfolio, value $2,103,000.

    13F-HR 0001454308-26-000003 filed by Tanglewood Wealth Management, Inc.
    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 20,372 shares
    Change vs previous 13F -270 shares

    0.21% of the 13F portfolio, value $2,320,778.

    13F-HR 0001454308-26-000002 filed by Tanglewood Wealth Management, Inc.
    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 20,642 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $2,350,711.

    13F-HR 0001454308-25-000008 filed by Tanglewood Wealth Management, Inc.
    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 20,642 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $2,311,904.

    13F-HR 0001454308-25-000006 filed by Tanglewood Wealth Management, Inc.
    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 20,642 shares
    Change vs previous 13F -44,571 shares

    0.23% of the 13F portfolio, value $2,064,200.

    13F-HR 0001454308-25-000003 filed by Tanglewood Wealth Management, Inc.
    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 65,213 shares
    Change vs previous 13F -1,248 shares

    0.73% of the 13F portfolio, value $6,314,575.

    13F-HR 0001454308-25-000002 filed by Tanglewood Wealth Management, Inc.
    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 66,461 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $7,154,527.

    13F-HR 0001454308-24-000006 filed by Tanglewood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).