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Disclosery

Tanglewood Wealth Management, Inc.: JEPI position timeline

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

Tanglewood Wealth Management, Inc. held 0 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -7,040 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 7,040 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $402,970.

    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).

  3. period ended2025-09-30
    13F 7,040 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $401,984.

    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).

  4. period ended2025-06-30
    13F 7,040 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $400,224.

    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).

  5. period ended2025-03-31
    13F 7,040 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $402,266.

    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).

  6. period ended2024-12-31
    13F 7,040 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $405,011.

    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).

  7. period ended2024-09-30
    13F 7,040 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $418,950.

    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).