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ANGELES WEALTH MANAGEMENT, LLC: IDV position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 369,685 IDV 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 369,685 shares
    Change vs previous 13F +182,000 shares

    0.4% of the 13F portfolio, value $15,316,050.

    13F-HR 0001398344-26-012448 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 187,685 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 182,000 shares

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

  2. period ended2026-03-31
    13F 187,685 shares
    Change vs previous 13F +745 shares

    0.24% of the 13F portfolio, value $7,987,874.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 5,685 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 182,000 shares

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

  3. period ended2025-12-31
    13F 186,940 shares
    Change vs previous 13F +182,000 shares

    0.22% of the 13F portfolio, value $7,374,783.

    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: 4,940 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 182,000 shares

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

  4. period ended2025-09-30
    13F 4,940 shares
    Change vs previous 13F -4,940 shares

    0.01% of the 13F portfolio, value $180,557.

    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 9,880 shares
    Change vs previous 13F +4,940 shares

    0.02% of the 13F portfolio, value $340,959.

    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 4,940 shares
    Change vs previous 13F -212,000 shares

    0.01% of the 13F portfolio, value $153,239.

    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 216,940 shares
    Change vs previous 13F -15 shares

    0.29% of the 13F portfolio, value $5,939,817.

    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 216,955 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $6,558,550.

    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).