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ANGELES WEALTH MANAGEMENT, LLC: MUB position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 779,475 MUB 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 779,475 shares
    Change vs previous 13F +11,155 shares

    2.18% of the 13F portfolio, value $83,887,090.

    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: 785 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 778,690 shares

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

  2. period ended2026-03-31
    13F 768,320 shares
    Change vs previous 13F +65,373 shares

    2.45% of the 13F portfolio, value $81,557,126.

    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: 785 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 767,535 shares

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

  3. period ended2025-12-31
    13F 702,947 shares
    Change vs previous 13F +36,449 shares

    4.15% of the 13F portfolio, value $75,292,682.

    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 666,498 shares
    Change vs previous 13F +85,380 shares

    4.35% of the 13F portfolio, value $70,975,397.

    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 581,118 shares
    Change vs previous 13F +364,509 shares

    4.16% of the 13F portfolio, value $60,715,260.

    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 216,609 shares
    Change vs previous 13F -207,376 shares

    1.9% of the 13F portfolio, value $22,839,253.

    13F-HR 0001398344-25-008850 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).

  7. period ended2024-12-31
    13F 423,985 shares
    Change vs previous 13F -160,138 shares

    3.72% of the 13F portfolio, value $45,175,602.

    13F-HR 0001398344-25-001300 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).

  8. period ended2024-09-30
    13F 584,123 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $63,453,281.

    13F-HR 0001398344-24-019597 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).