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ANGELES WEALTH MANAGEMENT, LLC: D position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 5,964 D 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 5,964 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $407,282.

    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 5,964 shares
    Change vs previous 13F -163 shares

    0.02% of the 13F portfolio, value $368,694.

    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 6,127 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $358,981.

    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).