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ANGELES WEALTH MANAGEMENT, LLC: CRM position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 7,510 CRM 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 7,510 shares
    Change vs previous 13F +2,180 shares

    0.05% of the 13F portfolio, value $1,178,640.

    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 5,330 shares
    Change vs previous 13F +620 shares

    0.05% of the 13F portfolio, value $994,951.

    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 4,710 shares
    Change vs previous 13F -170 shares

    0.07% of the 13F portfolio, value $1,249,672.

    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 4,880 shares
    Change vs previous 13F -483 shares

    0.07% of the 13F portfolio, value $1,156,560.

    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 5,363 shares
    Change vs previous 13F +1,235 shares

    0.1% of the 13F portfolio, value $1,462,436.

    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 4,128 shares
    Change vs previous 13F -2,500 shares

    0.09% of the 13F portfolio, value $1,107,790.

    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: 4,128 shares

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

  7. period ended2024-12-31
    13F 6,628 shares
    Change vs previous 13F +126 shares

    0.07% of the 13F portfolio, value $2,216,479.

    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: 2,790 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 3,838 shares

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

  8. period ended2024-09-30
    13F 6,502 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,780,159.

    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: 2,773 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 3,729 shares

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