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ANGELES WEALTH MANAGEMENT, LLC: HD position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 12,599 HD 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 12,599 shares
    Change vs previous 13F -267 shares

    0.2% of the 13F portfolio, value $4,443,415.

    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 12,866 shares
    Change vs previous 13F -687 shares

    0.23% of the 13F portfolio, value $4,231,499.

    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 13,553 shares
    Change vs previous 13F +881 shares

    0.26% of the 13F portfolio, value $4,663,587.

    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 12,672 shares
    Change vs previous 13F +76 shares

    0.31% of the 13F portfolio, value $5,134,568.

    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 12,596 shares
    Change vs previous 13F +341 shares

    0.32% of the 13F portfolio, value $4,618,197.

    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 12,255 shares
    Change vs previous 13F -856 shares

    0.37% of the 13F portfolio, value $4,491,335.

    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: 12,255 shares

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

  7. period ended2024-12-31
    13F 13,111 shares
    Change vs previous 13F +221 shares

    0.15% of the 13F portfolio, value $5,100,048.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 761 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 12,350 shares

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

  8. period ended2024-09-30
    13F 12,890 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,223,028.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 774 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 12,116 shares

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