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ANGELES WEALTH MANAGEMENT, LLC: IWM position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 288,927 IWM 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 288,927 shares
    Change vs previous 13F +232,623 shares

    2.25% of the 13F portfolio, value $86,808,215.

    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: 280,081 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 8,846 shares

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

  2. period ended2026-03-31
    13F 56,304 shares
    Change vs previous 13F -198,839 shares

    0.42% of the 13F portfolio, value $13,963,289.

    13F-HR 0001398344-26-007421 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 49,876 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 6,428 shares

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

  3. period ended2025-12-31
    13F 255,143 shares
    Change vs previous 13F +27,080 shares

    1.9% of the 13F portfolio, value $62,806,000.

    13F-HR 0001398344-26-003256 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 248,840 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 6,303 shares

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

  4. period ended2025-09-30
    13F 228,063 shares
    Change vs previous 13F +223,245 shares

    1.75% of the 13F portfolio, value $55,182,123.

    13F-HR 0001398344-25-020441 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 224,142 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 3,921 shares

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

  5. period ended2025-06-30
    13F 4,818 shares
    Change vs previous 13F +637 shares

    0.03% of the 13F portfolio, value $1,039,677.

    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: 759 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 4,059 shares

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

  6. period ended2025-03-31
    13F 4,181 shares
    Change vs previous 13F -266,155 shares

    0.07% of the 13F portfolio, value $834,068.

    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: 4,181 shares

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

  7. period ended2024-12-31
    13F 270,336 shares
    Change vs previous 13F +265,550 shares

    1.82% of the 13F portfolio, value $59,733,443.

    13F-HR 0001398344-25-002431 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 266,155 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 4,181 shares

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

  8. period ended2024-09-30
    13F 4,786 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,057,179.

    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: 605 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 4,181 shares

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