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ANGELES WEALTH MANAGEMENT, LLC: BRK-B position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 26,682 BRK-B 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 26,682 shares
    Change vs previous 13F +1,823 shares

    0.61% of the 13F portfolio, value $13,351,406.

    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 24,859 shares
    Change vs previous 13F +2,452 shares

    0.65% of the 13F portfolio, value $11,912,404.

    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 22,407 shares
    Change vs previous 13F +327 shares

    0.62% of the 13F portfolio, value $11,262,879.

    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 22,080 shares
    Change vs previous 13F +8,997 shares

    0.68% of the 13F portfolio, value $11,100,499.

    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 13,083 shares
    Change vs previous 13F -346 shares

    0.44% of the 13F portfolio, value $6,355,329.

    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 13,429 shares
    Change vs previous 13F -1,485 shares

    0.59% of the 13F portfolio, value $7,152,017.

    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: 13,429 shares

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

  7. period ended2024-12-31
    13F 14,914 shares
    Change vs previous 13F +3,119 shares

    0.21% of the 13F portfolio, value $6,760,217.

    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: 1,123 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 13,791 shares

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

  8. period ended2024-09-30
    13F 11,795 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,428,767.

    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: 1,123 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 10,672 shares

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