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Disclosery

Tanglewood Wealth Management, Inc.: IWV position timeline

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

Tanglewood Wealth Management, Inc. held 74,519 IWV 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 74,519 shares
    Change vs previous 13F -18,804 shares

    2.7% of the 13F portfolio, value $31,775,142.

    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 93,323 shares
    Change vs previous 13F +18,579 shares

    2.87% of the 13F portfolio, value $34,592,807.

    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 74,744 shares
    Change vs previous 13F -438 shares

    2.65% of the 13F portfolio, value $28,914,827.

    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 75,182 shares
    Change vs previous 13F -280 shares

    2.65% of the 13F portfolio, value $28,489,290.

    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 75,462 shares
    Change vs previous 13F -14,547 shares

    2.61% of the 13F portfolio, value $26,487,166.

    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 90,009 shares
    Change vs previous 13F -8,244 shares

    3.22% of the 13F portfolio, value $28,590,593.

    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 98,253 shares
    Change vs previous 13F -46 shares

    3.78% of the 13F portfolio, value $32,841,348.

    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 98,299 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $32,117,164.

    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).