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ANGELES WEALTH MANAGEMENT, LLC: PM position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 9,679 PM 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 9,679 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $1,765,224.

    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 9,671 shares
    Change vs previous 13F +1,127 shares

    0.09% of the 13F portfolio, value $1,612,480.

    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 8,544 shares
    Change vs previous 13F +1,006 shares

    0.08% of the 13F portfolio, value $1,382,351.

    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 7,538 shares
    Change vs previous 13F -62 shares

    0.07% of the 13F portfolio, value $1,222,670.

    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 7,600 shares
    Change vs previous 13F +849 shares

    0.09% of the 13F portfolio, value $1,384,188.

    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 6,751 shares
    Change vs previous 13F -1,622 shares

    0.09% of the 13F portfolio, value $1,071,586.

    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: 6,751 shares

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

  7. period ended2024-12-31
    13F 8,373 shares
    Change vs previous 13F +750 shares

    0.03% of the 13F portfolio, value $1,007,690.

    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: 1,847 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 6,526 shares

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

  8. period ended2024-09-30
    13F 7,623 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $925,432.

    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: 1,847 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 5,776 shares

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