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ANGELES WEALTH MANAGEMENT, LLC: SHW position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 12,776 SHW 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 12,776 shares
    Change vs previous 13F +624 shares

    0.2% of the 13F portfolio, value $4,399,032.

    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 12,152 shares
    Change vs previous 13F +46 shares

    0.21% of the 13F portfolio, value $3,895,324.

    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 12,106 shares
    Change vs previous 13F -149 shares

    0.22% of the 13F portfolio, value $3,922,707.

    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 12,255 shares
    Change vs previous 13F +28 shares

    0.26% of the 13F portfolio, value $4,243,416.

    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 12,227 shares
    Change vs previous 13F +41 shares

    0.29% of the 13F portfolio, value $4,198,263.

    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 12,186 shares
    Change vs previous 13F +8 shares

    0.35% of the 13F portfolio, value $4,255,229.

    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 12,178 shares
    Change vs previous 13F -498 shares

    0.34% of the 13F portfolio, value $4,139,668.

    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: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 12,178 shares

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

  8. period ended2024-09-30
    13F 12,676 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,838,049.

    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: 545 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 12,131 shares

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