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ANGELES WEALTH MANAGEMENT, LLC: BKR position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 8,262 BKR 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 8,262 shares
    Change vs previous 13F +49 shares

    0.02% of the 13F portfolio, value $458,541.

    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 8,213 shares
    Change vs previous 13F -113 shares

    0.03% of the 13F portfolio, value $501,404.

    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 8,326 shares
    Change vs previous 13F +824 shares

    0.02% of the 13F portfolio, value $379,166.

    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 7,502 shares
    Change vs previous 13F +1,339 shares

    0.02% of the 13F portfolio, value $365,497.

    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 6,163 shares
    Change vs previous 13F -603 shares

    0.02% of the 13F portfolio, value $236,289.

    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 6,766 shares
    Change vs previous 13F -14,853 shares

    0.02% of the 13F portfolio, value $297,366.

    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: 6,766 shares

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

  7. period ended2024-12-31
    13F 21,619 shares
    Change vs previous 13F +1,370 shares

    0.03% of the 13F portfolio, value $886,812.

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

    • Angeles Investment Advisors, LLC: 14,830 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 6,789 shares

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

  8. period ended2024-09-30
    13F 20,249 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $732,001.

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

    • Angeles Investment Advisors, LLC: 14,462 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 5,787 shares

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