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ANGELES WEALTH MANAGEMENT, LLC: MAR position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 675 MAR 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 675 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $250,148.

    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 669 shares
    Change vs previous 13F +669 shares

    0.01% of the 13F portfolio, value $218,810.

    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 -3,229 shares

    13F-HR 0001398344-25-009563 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 0 shares

    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 3,229 shares
    Change vs previous 13F +69 shares

    0.03% of the 13F portfolio, value $900,815.

    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: 1,133 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,096 shares

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

  5. period ended2024-09-30
    13F 3,160 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $785,681.

    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: 1,270 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,890 shares

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