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ANGELES WEALTH MANAGEMENT, LLC: SPGI position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 1,136 SPGI 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 1,136 shares
    Change vs previous 13F -26 shares

    0.02% of the 13F portfolio, value $462,647.

    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 1,162 shares
    Change vs previous 13F +140 shares

    0.03% of the 13F portfolio, value $494,245.

    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 1,022 shares
    Change vs previous 13F +330 shares

    0.03% of the 13F portfolio, value $534,087.

    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 692 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $336,803.

    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 699 shares
    Change vs previous 13F +134 shares

    0.03% of the 13F portfolio, value $368,576.

    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 565 shares
    Change vs previous 13F -485 shares

    0.02% of the 13F portfolio, value $287,077.

    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: 565 shares

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

  7. period ended2024-12-31
    13F 1,050 shares
    Change vs previous 13F +106 shares

    0.02% of the 13F portfolio, value $522,932.

    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: 498 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 552 shares

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

  8. period ended2024-09-30
    13F 944 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $487,689.

    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: 462 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 482 shares

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