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ANGELES WEALTH MANAGEMENT, LLC: IVLU position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 0 IVLU shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -77,680 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 77,680 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,554,895.

    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).

  3. period ended2025-03-31
    13F 77,680 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,354,481.

    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).

  4. period ended2024-12-31
    13F 77,680 shares
    Change vs previous 13F -38,055 shares

    0.1% of the 13F portfolio, value $2,105,905.

    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).

  5. period ended2024-09-30
    13F 115,735 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,417,655.

    13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 115,735 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 0 shares

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