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ANGELES WEALTH MANAGEMENT, LLC: DE position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 1,472 DE 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 1,472 shares
    Change vs previous 13F +201 shares

    0.04% of the 13F portfolio, value $936,118.

    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 1,271 shares
    Change vs previous 13F +136 shares

    0.04% of the 13F portfolio, value $718,012.

    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 1,135 shares
    Change vs previous 13F +251 shares

    0.03% of the 13F portfolio, value $530,261.

    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 884 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $404,218.

    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 915 shares
    Change vs previous 13F +234 shares

    0.03% of the 13F portfolio, value $465,268.

    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 681 shares
    Change vs previous 13F +18 shares

    0.03% of the 13F portfolio, value $319,627.

    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 663 shares
    Change vs previous 13F +175 shares

    0.02% of the 13F portfolio, value $280,913.

    13F-HR 0001398344-25-001300 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).

  8. period ended2024-09-30
    13F 488 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $203,657.

    13F-HR 0001398344-24-019597 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).