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ANGELES WEALTH MANAGEMENT, LLC: BEN position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 10,747 BEN 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 10,747 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $361,099.

    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 10,769 shares
    Change vs previous 13F +90 shares

    0.01% of the 13F portfolio, value $257,918.

    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 10,679 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $258,645.

    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 10,658 shares
    Change vs previous 13F +108 shares

    0.02% of the 13F portfolio, value $246,520.

    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 10,550 shares
    Change vs previous 13F -80 shares

    0.02% of the 13F portfolio, value $251,618.

    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 10,630 shares
    Change vs previous 13F +147 shares

    0.02% of the 13F portfolio, value $204,628.

    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 10,483 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $212,700.

    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 10,514 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $211,857.

    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).