Skip to content
Disclosery

ANGELES WEALTH MANAGEMENT, LLC: KBE position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 303 KBE 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 303 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $20,689.

    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 302 shares
    Change vs previous 13F +302 shares

    <0.01% of the 13F portfolio, value $17,967.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -175,500 shares

    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).

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

  4. period ended2024-12-31
    13F 175,500 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $9,734,985.

    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).