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Disclosery

Tanglewood Wealth Management, Inc.: XLRE position timeline

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

Tanglewood Wealth Management, Inc. held 27,682 XLRE 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 27,682 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,218,838.

    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 27,682 shares
    Change vs previous 13F +27,682 shares

    0.09% of the 13F portfolio, value $1,130,256.

    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 0 shares
    Change vs previous 13F -19,128 shares

    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).

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

  4. period ended2025-09-30
    13F 19,128 shares
    Change vs previous 13F +4,695 shares

    0.07% of the 13F portfolio, value $805,863.

    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 14,433 shares
    Change vs previous 13F +14,433 shares

    0.06% of the 13F portfolio, value $597,815.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -242,139 shares

    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).

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

  7. period ended2024-09-30
    13F 242,139 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $10,816,349.

    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).