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ANGELES WEALTH MANAGEMENT, LLC: IWB position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 284 IWB 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 284 shares
    Change vs previous 13F +190 shares

    0.01% of the 13F portfolio, value $116,298.

    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 94 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $33,517.

    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 94 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $35,103.

    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: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 94 shares

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

  4. period ended2025-09-30
    13F 117 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $42,761.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 23 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 94 shares

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

  5. period ended2025-06-30
    13F 117 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $39,730.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 23 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 94 shares

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

  6. period ended2025-03-31
    13F 84 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $25,766.

    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: 84 shares

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

  7. period ended2024-12-31
    13F 116 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $37,370.

    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: 32 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 84 shares

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

  8. period ended2024-09-30
    13F 117 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,783.

    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: 32 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 85 shares

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