ANGELES WEALTH MANAGEMENT, LLC: MDU position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 279,963 MDU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 279,963 shares
Change vs previous 13F 0 shares
0.15% of the 13F portfolio, value $5,942,852.
13F-HR 0001398344-26-012448 filed by Angeles Investment Advisors, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Angeles Investment Advisors, LLC: 245,414 shares
- ANGELES WEALTH MANAGEMENT, LLC: 34,549 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 279,963 shares
Change vs previous 13F +268 shares
0.17% of the 13F portfolio, value $5,805,670.
13F-HR 0001398344-26-007421 filed by Angeles Investment Advisors, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Angeles Investment Advisors, LLC: 245,414 shares
- ANGELES WEALTH MANAGEMENT, LLC: 34,549 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 279,695 shares
Change vs previous 13F -12,117 shares
0.16% of the 13F portfolio, value $5,464,445.
13F-HR 0001398344-26-003256 filed by Angeles Investment Advisors, LLC
Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Angeles Investment Advisors, LLC: 245,414 shares
- ANGELES WEALTH MANAGEMENT, LLC: 34,281 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 291,812 shares
Change vs previous 13F 0 shares
0.16% of the 13F portfolio, value $5,197,172.
13F-HR 0001398344-25-020441 filed by Angeles Investment Advisors, LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Angeles Investment Advisors, LLC: 258,331 shares
- ANGELES WEALTH MANAGEMENT, LLC: 33,481 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 291,812 shares
Change vs previous 13F 0 shares
0.15% of the 13F portfolio, value $4,864,506.
13F-HR 0001398344-25-014971 filed by Angeles Investment Advisors, LLC
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Angeles Investment Advisors, LLC: 258,331 shares
- ANGELES WEALTH MANAGEMENT, LLC: 33,481 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 291,812 shares
Change vs previous 13F 0 shares
0.16% of the 13F portfolio, value $4,934,541.
13F-HR 0001398344-25-009563 filed by Angeles Investment Advisors, LLC
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Angeles Investment Advisors, LLC: 258,331 shares
- ANGELES WEALTH MANAGEMENT, LLC: 33,481 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 291,812 shares
Change vs previous 13F 0 shares
0.16% of the 13F portfolio, value $5,258,453.
13F-HR 0001398344-25-002431 filed by Angeles Investment Advisors, LLC
Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Angeles Investment Advisors, LLC: 258,331 shares
- ANGELES WEALTH MANAGEMENT, LLC: 33,481 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 291,812 shares
Change vs previous 13F not available
0.26% of the 13F portfolio, value $7,998,567.
13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Angeles Investment Advisors, LLC: 258,331 shares
- ANGELES WEALTH MANAGEMENT, LLC: 33,481 shares
Acceptance time not in the bulk data set (spec §4.2).