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ANGELES WEALTH MANAGEMENT, LLC: PEP position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 21,791 PEP 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 21,791 shares
    Change vs previous 13F -702 shares

    0.08% of the 13F portfolio, value $2,950,501.

    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: 3,126 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 18,665 shares

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

  2. period ended2026-03-31
    13F 22,493 shares
    Change vs previous 13F +511 shares

    0.11% of the 13F portfolio, value $3,492,938.

    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: 3,126 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 19,367 shares

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

  3. period ended2025-12-31
    13F 21,982 shares
    Change vs previous 13F +4,492 shares

    0.1% of the 13F portfolio, value $3,177,267.

    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: 3,126 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 18,856 shares

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

  4. period ended2025-09-30
    13F 17,490 shares
    Change vs previous 13F +1,679 shares

    0.08% of the 13F portfolio, value $2,456,295.

    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: 3,126 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 14,364 shares

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

  5. period ended2025-06-30
    13F 15,811 shares
    Change vs previous 13F -2,056 shares

    0.06% of the 13F portfolio, value $2,087,684.

    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: 3,126 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 12,685 shares

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

  6. period ended2025-03-31
    13F 17,867 shares
    Change vs previous 13F +3,866 shares

    0.09% of the 13F portfolio, value $2,678,978.

    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: 3,126 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 14,741 shares

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

  7. period ended2024-12-31
    13F 14,001 shares
    Change vs previous 13F -133 shares

    0.18% of the 13F portfolio, value $2,128,992.

    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 14,134 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,403,487.

    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).