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ANGELES WEALTH MANAGEMENT, LLC: ADP position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 3,291 ADP 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 3,291 shares
    Change vs previous 13F +1,094 shares

    0.03% of the 13F portfolio, value $742,327.

    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 2,197 shares
    Change vs previous 13F +281 shares

    0.02% of the 13F portfolio, value $449,603.

    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 1,916 shares
    Change vs previous 13F +216 shares

    0.03% of the 13F portfolio, value $496,001.

    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 1,700 shares
    Change vs previous 13F -77 shares

    0.03% of the 13F portfolio, value $498,950.

    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 1,777 shares
    Change vs previous 13F +214 shares

    0.04% of the 13F portfolio, value $548,027.

    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 1,563 shares
    Change vs previous 13F -746 shares

    0.04% of the 13F portfolio, value $477,543.

    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: 1,563 shares

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

  7. period ended2024-12-31
    13F 2,309 shares
    Change vs previous 13F +126 shares

    0.02% of the 13F portfolio, value $675,926.

    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: 747 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,562 shares

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

  8. period ended2024-09-30
    13F 2,183 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $604,102.

    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: 767 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,416 shares

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