Skip to content
Disclosery

ANGELES WEALTH MANAGEMENT, LLC: PFF position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 285,067 PFF 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 285,067 shares
    Change vs previous 13F -678 shares

    0.23% of the 13F portfolio, value $8,691,700.

    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: 200 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 284,867 shares

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

  2. period ended2026-03-31
    13F 285,745 shares
    Change vs previous 13F +23,002 shares

    0.26% of the 13F portfolio, value $8,663,784.

    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: 200 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 285,545 shares

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

  3. period ended2025-12-31
    13F 262,743 shares
    Change vs previous 13F +27,644 shares

    0.25% of the 13F portfolio, value $8,134,508.

    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: 200 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 262,543 shares

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

  4. period ended2025-09-30
    13F 235,099 shares
    Change vs previous 13F +28,483 shares

    0.24% of the 13F portfolio, value $7,433,830.

    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: 200 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 234,899 shares

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

  5. period ended2025-06-30
    13F 206,616 shares
    Change vs previous 13F +1,752 shares

    0.2% of the 13F portfolio, value $6,338,979.

    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: 400 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 206,216 shares

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

  6. period ended2025-03-31
    13F 204,864 shares
    Change vs previous 13F +4,540 shares

    0.21% of the 13F portfolio, value $6,295,471.

    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: 200 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 204,664 shares

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

  7. period ended2024-12-31
    13F 200,324 shares
    Change vs previous 13F +5,199 shares

    0.19% of the 13F portfolio, value $6,298,187.

    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: 200 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 200,124 shares

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

  8. period ended2024-09-30
    13F 195,125 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,484,004.

    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: 200 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 194,925 shares

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