ANGELES WEALTH MANAGEMENT, LLC: IWD position timeline

ANGELES WEALTH MANAGEMENT, LLC held 8,898 IWD 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 8,898 shares

   Change vs previous 13F +1,932 shares

   0.1% of the 13F portfolio, value $2,157,142.

   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 6,966 shares

   Change vs previous 13F +34 shares

   0.08% of the 13F portfolio, value $1,488,425.

   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 6,932 shares

   Change vs previous 13F +368 shares

   0.08% of the 13F portfolio, value $1,458,077.

   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 6,564 shares

   Change vs previous 13F +580 shares

   0.08% of the 13F portfolio, value $1,336,365.

   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 5,984 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $1,162,272.

   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).