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ANGELES WEALTH MANAGEMENT, LLC: EFA position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 173,460 EFA 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 173,460 shares
    Change vs previous 13F +103,777 shares

    0.47% of the 13F portfolio, value $18,019,025.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 72,735 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 100,725 shares

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

  2. period ended2026-03-31
    13F 69,683 shares
    Change vs previous 13F +111 shares

    0.37% of the 13F portfolio, value $6,768,310.

    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 69,572 shares
    Change vs previous 13F +59,991 shares

    0.37% of the 13F portfolio, value $6,680,999.

    13F-HR 0001398344-26-003295 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: 69,572 shares

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

  4. period ended2025-09-30
    13F 9,581 shares
    Change vs previous 13F +6,192 shares

    0.03% of the 13F portfolio, value $894,578.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 432 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 9,149 shares

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

  5. period ended2025-06-30
    13F 3,389 shares
    Change vs previous 13F +494 shares

    0.01% of the 13F portfolio, value $302,942.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 432 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,957 shares

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

  6. period ended2025-03-31
    13F 2,895 shares
    Change vs previous 13F -62,785 shares

    0.02% of the 13F portfolio, value $236,608.

    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: 2,895 shares

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

  7. period ended2024-12-31
    13F 65,680 shares
    Change vs previous 13F -12,500 shares

    0.15% of the 13F portfolio, value $4,966,065.

    13F-HR 0001398344-25-002431 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 62,785 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,895 shares

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

  8. period ended2024-09-30
    13F 78,180 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,538,194.

    13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 75,285 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,895 shares

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