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ANGELES WEALTH MANAGEMENT, LLC: SPY position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 606,525 SPY 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 606,525 shares
    Change vs previous 13F +551,277 shares

    2.16% of the 13F portfolio, value $47,161,565.

    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 55,248 shares
    Change vs previous 13F +35 shares

    1.96% of the 13F portfolio, value $36,029,461.

    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 55,213 shares
    Change vs previous 13F +8,684 shares

    2.08% of the 13F portfolio, value $37,748,929.

    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 46,529 shares
    Change vs previous 13F +2,884 shares

    1.9% of the 13F portfolio, value $30,997,017.

    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 43,645 shares
    Change vs previous 13F -277 shares

    1.85% of the 13F portfolio, value $26,966,367.

    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 43,922 shares
    Change vs previous 13F -1,820 shares

    2.04% of the 13F portfolio, value $24,569,376.

    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: 43,922 shares

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

  7. period ended2024-12-31
    13F 45,742 shares
    Change vs previous 13F +210 shares

    0.81% of the 13F portfolio, value $26,811,870.

    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: 1,810 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 43,932 shares

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

  8. period ended2024-09-30
    13F 45,532 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $26,127,444.

    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: 1,810 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 43,722 shares

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