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ANGELES WEALTH MANAGEMENT, LLC: CB position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 2,850 CB 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 2,850 shares
    Change vs previous 13F +919 shares

    0.04% of the 13F portfolio, value $973,986.

    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 1,931 shares
    Change vs previous 13F +238 shares

    0.03% of the 13F portfolio, value $631,215.

    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 1,693 shares
    Change vs previous 13F +185 shares

    0.03% of the 13F portfolio, value $530,057.

    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 1,508 shares
    Change vs previous 13F -85 shares

    0.03% of the 13F portfolio, value $425,633.

    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 1,593 shares
    Change vs previous 13F +236 shares

    0.03% of the 13F portfolio, value $461,524.

    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 1,357 shares
    Change vs previous 13F -1,846 shares

    0.03% of the 13F portfolio, value $409,800.

    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: 1,357 shares

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

  7. period ended2024-12-31
    13F 3,203 shares
    Change vs previous 13F +415 shares

    0.03% of the 13F portfolio, value $886,336.

    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: 1,554 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,649 shares

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

  8. period ended2024-09-30
    13F 2,788 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $805,378.

    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: 1,554 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,234 shares

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