• 13F History

Tanglewood Legacy Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$234M
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 299 stock holdings with total value $234M as of Q4 2024. Top holdings included IUSV, IUSG, IWR, IWF, and DMAY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 299 $234M +$8.8M -$1.82M +$6.98M IUSV, IUSG, IWR, IWF, DMAY 13F-HR 1/30/2025, 03:30 PM
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 284 $167M +$2.04M -$2.85M -$803K IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 10/18/2023, 02:58 PM
Q2 2023 283 $173M +$6.69M -$840K +$5.85M IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 8/1/2023, 04:22 PM
Q1 2023 279 $157M +$11.1M -$685K +$10.4M IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 4/17/2023, 05:54 PM
Q4 2022 247 $141M IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 2/13/2023, 01:30 PM