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ANGELES WEALTH MANAGEMENT, LLC: DFSI position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 97,979 DFSI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,979 shares
    Change vs previous 13F -12,028 shares

    0.27% of the 13F portfolio, value $4,418,836.

    13F-HR 0001398344-26-012448 filed by Angeles Investment Advisors, 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 110,007 shares
    Change vs previous 13F +3,847 shares

    0.31% of the 13F portfolio, value $4,664,297.

    13F-HR 0001398344-26-007421 filed by Angeles Investment Advisors, 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 106,160 shares
    Change vs previous 13F +34,100 shares

    0.3% of the 13F portfolio, value $4,548,425.

    13F-HR 0001398344-26-003256 filed by Angeles Investment Advisors, 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 72,060 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,950,864.

    13F-HR 0001398344-25-020441 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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