Position in WDS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$26,275
-$6,201 QoQ
Shares Held
1,360
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#190
of 304 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Tanglewood Legacy Advisors, LLC holds $2,337,583 across 6 Oil & Gas E&P names. WDS ranks #3 (1.1% of the industry book) .
All Filings in WDS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,275 | 1,360 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $32,476 | 1,360 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $21,202 | 1,360 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,468 | 1,360 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,984 | 1,360 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,706 | 1,360 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $21,216 | 1,360 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||