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ANGELES WEALTH MANAGEMENT, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ANGELES WEALTH MANAGEMENT, LLC on AAPL, newest first. How the timeline and the estimate are built.

ANGELES WEALTH MANAGEMENT, LLC held 193,597 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,597 shares
    Change vs previous 13F +11,237 shares

    2.56% of the 13F portfolio, value $56,019,278.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, LLC
    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 182,360 shares
    Change vs previous 13F +14,521 shares

    2.52% of the 13F portfolio, value $46,281,072.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, LLC
    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 167,839 shares
    Change vs previous 13F +19,241 shares

    2.52% of the 13F portfolio, value $45,628,696.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, LLC
    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 148,598 shares
    Change vs previous 13F +8,762 shares

    2.32% of the 13F portfolio, value $37,837,472.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, LLC
    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 139,836 shares
    Change vs previous 13F +6,690 shares

    1.97% of the 13F portfolio, value $28,690,076.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, LLC
    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 133,146 shares
    Change vs previous 13F -16,858 shares

    2.46% of the 13F portfolio, value $29,575,721.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 133,146 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 150,004 shares
    Change vs previous 13F -375 shares

    1.14% of the 13F portfolio, value $37,564,002.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 20,142 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 129,862 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 150,379 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $35,038,307.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 23,320 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 127,059 shares

    Acceptance time not in the bulk data set (spec §4.2).