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ANGELES WEALTH MANAGEMENT, LLC: ACN position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 7,549 ACN 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 7,549 shares
    Change vs previous 13F +2,703 shares

    0.04% of the 13F portfolio, value $939,398.

    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 4,846 shares
    Change vs previous 13F -39 shares

    0.05% of the 13F portfolio, value $960,913.

    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 4,885 shares
    Change vs previous 13F +1,784 shares

    0.07% of the 13F portfolio, value $1,310,646.

    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 3,101 shares
    Change vs previous 13F -435 shares

    0.05% of the 13F portfolio, value $764,707.

    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 3,536 shares
    Change vs previous 13F +210 shares

    0.07% of the 13F portfolio, value $1,056,875.

    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 3,326 shares
    Change vs previous 13F -1,012 shares

    0.09% of the 13F portfolio, value $1,037,845.

    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: 3,326 shares

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

  7. period ended2024-12-31
    13F 4,338 shares
    Change vs previous 13F +220 shares

    0.05% of the 13F portfolio, value $1,526,065.

    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: 1,203 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 3,135 shares

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

  8. period ended2024-09-30
    13F 4,118 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,455,630.

    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: 1,213 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,905 shares

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