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ANGELES WEALTH MANAGEMENT, LLC: AVDV position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 2,187 AVDV 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 2,187 shares
    Change vs previous 13F -293,795 shares

    0.01% of the 13F portfolio, value $225,341.

    13F-HR 0001398344-26-012905 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: 2,187 shares

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

  2. period ended2026-03-31
    13F 295,982 shares
    Change vs previous 13F +295,050 shares

    0.89% of the 13F portfolio, value $29,556,763.

    13F-HR 0001398344-26-007421 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 295,050 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 932 shares

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

  3. period ended2025-12-31
    13F 932 shares
    Change vs previous 13F -1,317 shares

    <0.01% of the 13F portfolio, value $87,580.

    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 2,249 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $200,228.

    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 2,249 shares
    Change vs previous 13F +1,317 shares

    0.01% of the 13F portfolio, value $178,301.

    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 932 shares
    Change vs previous 13F -764 shares

    0.01% of the 13F portfolio, value $64,998.

    13F-HR 0001398344-25-008850 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).

  7. period ended2024-12-31
    13F 1,696 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $110,376.

    13F-HR 0001398344-25-001300 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).

  8. period ended2024-09-30
    13F 1,696 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $119,856.

    13F-HR 0001398344-24-019597 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).