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ANGELES WEALTH MANAGEMENT, LLC: MO position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 11,239 MO 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 11,239 shares
    Change vs previous 13F +146 shares

    0.04% of the 13F portfolio, value $820,543.

    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 11,093 shares
    Change vs previous 13F +1,257 shares

    0.04% of the 13F portfolio, value $743,780.

    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 9,836 shares
    Change vs previous 13F -164 shares

    0.03% of the 13F portfolio, value $577,546.

    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 10,000 shares
    Change vs previous 13F +58 shares

    0.04% of the 13F portfolio, value $660,600.

    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 9,942 shares
    Change vs previous 13F -184 shares

    0.04% of the 13F portfolio, value $582,899.

    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 10,126 shares
    Change vs previous 13F -3,722 shares

    0.05% of the 13F portfolio, value $607,763.

    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: 10,126 shares

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

  7. period ended2024-12-31
    13F 13,848 shares
    Change vs previous 13F -52 shares

    0.02% of the 13F portfolio, value $724,112.

    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: 4,739 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 9,109 shares

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

  8. period ended2024-09-30
    13F 13,900 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $709,456.

    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: 4,739 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 9,161 shares

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