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ANGELES WEALTH MANAGEMENT, LLC: CL position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 28,417 CL 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 28,417 shares
    Change vs previous 13F +635 shares

    0.12% of the 13F portfolio, value $2,605,301.

    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 27,782 shares
    Change vs previous 13F +1,659 shares

    0.13% of the 13F portfolio, value $2,367,888.

    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 26,123 shares
    Change vs previous 13F -2,265 shares

    0.11% of the 13F portfolio, value $2,064,266.

    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 28,388 shares
    Change vs previous 13F -1,143 shares

    0.14% of the 13F portfolio, value $2,269,337.

    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 29,531 shares
    Change vs previous 13F +3,176 shares

    0.18% of the 13F portfolio, value $2,684,368.

    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 26,355 shares
    Change vs previous 13F -36 shares

    0.21% of the 13F portfolio, value $2,469,464.

    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 26,391 shares
    Change vs previous 13F -2,746 shares

    0.2% of the 13F portfolio, value $2,399,206.

    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: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 26,391 shares

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

  8. period ended2024-09-30
    13F 29,137 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,024,712.

    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: 2,492 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 26,645 shares

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