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ANGELES WEALTH MANAGEMENT, LLC: ESGV position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 230,836 ESGV 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 230,836 shares
    Change vs previous 13F +44,196 shares

    1.83% of the 13F portfolio, value $30,525,740.

    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 186,640 shares
    Change vs previous 13F +13,765 shares

    1.41% of the 13F portfolio, value $20,954,122.

    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 172,875 shares
    Change vs previous 13F +82,683 shares

    1.4% of the 13F portfolio, value $20,910,960.

    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 90,192 shares
    Change vs previous 13F -142,407 shares

    0.7% of the 13F portfolio, value $10,682,340.

    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).

  5. period ended2025-06-30
    13F 232,599 shares
    Change vs previous 13F -140,847 shares

    1.44% of the 13F portfolio, value $25,502,154.

    13F-HR 0001398344-25-014971 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).

  6. period ended2025-03-31
    13F 373,446 shares
    Change vs previous 13F -75,895 shares

    1.97% of the 13F portfolio, value $36,579,036.

    13F-HR 0001398344-25-009563 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).

  7. period ended2024-12-31
    13F 449,341 shares
    Change vs previous 13F +7,945 shares

    2.27% of the 13F portfolio, value $47,131,377.

    13F-HR 0001398344-25-002431 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).

  8. period ended2024-09-30
    13F 441,396 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $44,867,903.

    13F-HR 0001398344-24-019999 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).