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ANGELES WEALTH MANAGEMENT, LLC: MSFT position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 103,056 MSFT 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 103,056 shares
    Change vs previous 13F +5,991 shares

    1.76% of the 13F portfolio, value $38,441,909.

    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 97,065 shares
    Change vs previous 13F -1,107 shares

    1.95% of the 13F portfolio, value $35,930,626.

    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 98,172 shares
    Change vs previous 13F +9,044 shares

    2.62% of the 13F portfolio, value $47,478,073.

    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 89,128 shares
    Change vs previous 13F +4,207 shares

    2.83% of the 13F portfolio, value $46,163,811.

    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 84,921 shares
    Change vs previous 13F +7,412 shares

    2.9% of the 13F portfolio, value $42,240,795.

    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 77,509 shares
    Change vs previous 13F -11,692 shares

    2.42% of the 13F portfolio, value $29,096,054.

    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: 77,509 shares

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

  7. period ended2024-12-31
    13F 89,201 shares
    Change vs previous 13F -1,454 shares

    1.14% of the 13F portfolio, value $37,598,163.

    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: 11,091 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 78,110 shares

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

  8. period ended2024-09-30
    13F 90,655 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $39,008,783.

    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: 14,077 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 76,578 shares

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