Tanglewood Legacy Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$225M
Signature - Title
Andrew T. Gardener - Chief Compliance Officer and President
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Tanglewood Legacy Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tanglewood Legacy Advisors, LLC reported 283 stock holdings with total value $225M as of Q3 2024. Top holdings included IUSV, IUSG, IWR, IWF, and DMAY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 283 $225M +$4.62M -$2.22M +$2.41M IUSV, IUSG, IWR, IWF, DMAY 13F-HR 10/15/2024, 03:44 PM
Q2 2024 284 $212M +$10.9M -$5.84M +$5.07M IUSV, IUSG, IWR, IWF, DMAY 13F-HR 7/17/2024, 04:22 PM
Q1 2024 295 $203M +$8.9M -$3.82M +$5.08M IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 4/16/2024, 01:13 PM
Q4 2023 279 $183M +$5.1M -$4.81M +$287K IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 1/22/2024, 07:55 PM
Q3 2023 285 $167M +$2.04M -$2.92M -$878K IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 10/18/2023, 02:58 PM
Q2 2023 283 $173M +$6.69M -$900K +$5.79M IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 8/1/2023, 04:22 PM
Q1 2023 279 $157M +$11.1M -$783K +$10.3M IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 4/17/2023, 05:54 PM
Q4 2022 247 $141M $0 $0 IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 2/13/2023, 02:30 PM