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ANGELES WEALTH MANAGEMENT, LLC: ACWI position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 26,847 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,847 shares
    Change vs previous 13F +13,069 shares

    0.06% of the 13F portfolio, value $2,496,616.

    13F-HR 0001398344-26-012448 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 13,536 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 13,311 shares

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

  2. period ended2026-03-31
    13F 13,778 shares
    Change vs previous 13F -330 shares

    0.13% of the 13F portfolio, value $1,906,462.

    13F-HR 0001398344-26-007421 filed by Angeles Investment Advisors, 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 14,108 shares
    Change vs previous 13F -335 shares

    0.13% of the 13F portfolio, value $1,996,141.

    13F-HR 0001398344-26-003256 filed by Angeles Investment Advisors, 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 14,443 shares
    Change vs previous 13F +218 shares

    0.13% of the 13F portfolio, value $1,996,600.

    13F-HR 0001398344-25-020441 filed by Angeles Investment Advisors, 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 14,225 shares
    Change vs previous 13F -590 shares

    0.1% of the 13F portfolio, value $1,829,335.

    13F-HR 0001398344-25-014971 filed by Angeles Investment Advisors, 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 14,815 shares
    Change vs previous 13F -370 shares

    0.09% of the 13F portfolio, value $1,724,318.

    13F-HR 0001398344-25-009563 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,185 shares
    Change vs previous 13F -265 shares

    0.09% of the 13F portfolio, value $1,784,238.

    13F-HR 0001398344-25-002431 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,450 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,847,048.

    13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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