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ANGELES WEALTH MANAGEMENT, LLC: EFV position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 150 EFV 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 150 shares
    Change vs previous 13F -758,279 shares

    <0.01% of the 13F portfolio, value $11,483.

    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: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 150 shares

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

  2. period ended2026-03-31
    13F 758,429 shares
    Change vs previous 13F -40,929 shares

    1.7% of the 13F portfolio, value $56,389,197.

    13F-HR 0001398344-26-007421 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 756,850 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,579 shares

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

  3. period ended2025-12-31
    13F 799,358 shares
    Change vs previous 13F +795,500 shares

    1.72% of the 13F portfolio, value $57,082,155.

    13F-HR 0001398344-26-003256 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 795,500 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 3,858 shares

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

  4. period ended2025-09-30
    13F 3,858 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $261,688.

    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 3,858 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $244,906.

    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 3,858 shares
    Change vs previous 13F -350 shares

    0.02% of the 13F portfolio, value $227,391.

    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 4,208 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $220,794.

    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 4,708 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $270,851.

    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).