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ANGELES WEALTH MANAGEMENT, LLC: CMI position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 2,675 CMI 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 2,675 shares
    Change vs previous 13F +37 shares

    0.09% of the 13F portfolio, value $1,907,837.

    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 2,638 shares
    Change vs previous 13F +23 shares

    0.08% of the 13F portfolio, value $1,419,297.

    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 2,615 shares
    Change vs previous 13F +519 shares

    0.07% of the 13F portfolio, value $1,334,827.

    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 2,096 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $885,288.

    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 2,086 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $683,165.

    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 2,082 shares
    Change vs previous 13F -913 shares

    0.05% of the 13F portfolio, value $652,582.

    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: 2,082 shares

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

  7. period ended2024-12-31
    13F 2,995 shares
    Change vs previous 13F +1,124 shares

    0.03% of the 13F portfolio, value $1,044,057.

    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: 757 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,238 shares

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

  8. period ended2024-09-30
    13F 1,871 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $605,811.

    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: 834 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,037 shares

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