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Tanglewood Wealth Management, Inc.: SPY position timeline

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

Tanglewood Wealth Management, Inc. held 448 SPY 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 448 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $334,553.

    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 448 shares
    Change vs previous 13F -1,336 shares

    0.02% of the 13F portfolio, value $291,352.

    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 1,784 shares
    Change vs previous 13F -590 shares

    0.11% of the 13F portfolio, value $1,216,545.

    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 2,374 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,581,511.

    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 2,374 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,466,776.

    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 2,374 shares
    Change vs previous 13F -104 shares

    0.15% of the 13F portfolio, value $1,327,992.

    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 2,478 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,452,306.

    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 2,478 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,421,777.

    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).