ANGELES WEALTH MANAGEMENT, LLC: SPDW position timeline

ANGELES WEALTH MANAGEMENT, LLC held 5,460 SPDW 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 5,460 shares

   Change vs previous 13F +831 shares

   0.01% of the 13F portfolio, value $275,140.

   13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,629 shares

   Change vs previous 13F +2,396 shares

   0.01% of the 13F portfolio, value $211,323.

   13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,233 shares

   Change vs previous 13F -926 shares

   0.01% of the 13F portfolio, value $99,169.

   13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,159 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $135,175.

   13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,159 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $127,909.

   13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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