ANGELES WEALTH MANAGEMENT, LLC: INV position timeline

ANGELES WEALTH MANAGEMENT, LLC held 49,462 INV 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 49,462 shares

   Change vs previous 13F -13,495 shares

   0.01% of the 13F portfolio, value $250,772.

   13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 62,957 shares

   Change vs previous 13F -6,000 shares

   0.01% of the 13F portfolio, value $246,162.

   13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 68,957 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $288,240.

   13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 68,957 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $399,261.

   13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 68,957 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $330,994.

   13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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