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ANGELES WEALTH MANAGEMENT, LLC: MA position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 8,689 MA 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 8,689 shares
    Change vs previous 13F -29 shares

    0.2% of the 13F portfolio, value $4,462,437.

    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 8,718 shares
    Change vs previous 13F +866 shares

    0.24% of the 13F portfolio, value $4,356,040.

    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 7,852 shares
    Change vs previous 13F +947 shares

    0.25% of the 13F portfolio, value $4,482,550.

    13F-HR 0001398344-26-003295 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).

  4. period ended2025-09-30
    13F 6,905 shares
    Change vs previous 13F -76 shares

    0.24% of the 13F portfolio, value $3,927,633.

    13F-HR 0001398344-25-020722 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).

  5. period ended2025-06-30
    13F 6,981 shares
    Change vs previous 13F +677 shares

    0.27% of the 13F portfolio, value $3,922,903.

    13F-HR 0001398344-25-013971 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).

  6. period ended2025-03-31
    13F 6,304 shares
    Change vs previous 13F -1,128 shares

    0.29% of the 13F portfolio, value $3,455,348.

    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: 6,304 shares

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

  7. period ended2024-12-31
    13F 7,432 shares
    Change vs previous 13F +170 shares

    0.12% of the 13F portfolio, value $3,913,469.

    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: 1,150 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 6,282 shares

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

  8. period ended2024-09-30
    13F 7,262 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,585,976.

    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: 1,112 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 6,150 shares

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