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ANGELES WEALTH MANAGEMENT, LLC: MGK position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 3,240,751 MGK 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 3,240,751 shares
    Change vs previous 13F +2,666,674 shares

    7.4% of the 13F portfolio, value $284,912,386.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 371,190 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,869,561 shares

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

  2. period ended2026-03-31
    13F 574,077 shares
    Change vs previous 13F -233,719 shares

    6.34% of the 13F portfolio, value $210,938,677.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 2,893 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 571,184 shares

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

  3. period ended2025-12-31
    13F 807,796 shares
    Change vs previous 13F -131,272 shares

    10.07% of the 13F portfolio, value $333,433,933.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 218,340 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 589,456 shares

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

  4. period ended2025-09-30
    13F 939,068 shares
    Change vs previous 13F -95,962 shares

    11.98% of the 13F portfolio, value $377,899,595.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 360,390 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 578,678 shares

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

  5. period ended2025-06-30
    13F 1,035,030 shares
    Change vs previous 13F +211,940 shares

    11.75% of the 13F portfolio, value $378,996,798.

    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: 459,590 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 575,440 shares

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

  6. period ended2025-03-31
    13F 823,090 shares
    Change vs previous 13F -531,475 shares

    8.3% of the 13F portfolio, value $254,235,924.

    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: 288,640 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 534,450 shares

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

  7. period ended2024-12-31
    13F 1,354,565 shares
    Change vs previous 13F +9,072 shares

    14.13% of the 13F portfolio, value $465,171,039.

    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: 835,890 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 518,675 shares

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

  8. period ended2024-09-30
    13F 1,345,493 shares
    Change vs previous 13F not available

    13.9% of the 13F portfolio, value $433,181,352.

    13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 852,890 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 492,603 shares

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