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ANGELES WEALTH MANAGEMENT, LLC: BX position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 11,922 BX 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 11,922 shares
    Change vs previous 13F -1,154 shares

    0.06% of the 13F portfolio, value $1,402,862.

    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 13,076 shares
    Change vs previous 13F -127 shares

    0.08% of the 13F portfolio, value $1,503,609.

    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 13,203 shares
    Change vs previous 13F +429 shares

    0.11% of the 13F portfolio, value $2,035,110.

    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 12,774 shares
    Change vs previous 13F +95 shares

    0.13% of the 13F portfolio, value $2,182,438.

    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 12,679 shares
    Change vs previous 13F +860 shares

    0.13% of the 13F portfolio, value $1,896,525.

    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 11,819 shares
    Change vs previous 13F -2,892 shares

    0.14% of the 13F portfolio, value $1,652,060.

    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: 11,819 shares

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

  7. period ended2024-12-31
    13F 14,711 shares
    Change vs previous 13F +383 shares

    0.08% of the 13F portfolio, value $2,536,471.

    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: 2,968 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 11,743 shares

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

  8. period ended2024-09-30
    13F 14,328 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,194,047.

    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: 2,728 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 11,600 shares

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