ANGELES WEALTH MANAGEMENT, LLC: UBS position timeline

ANGELES WEALTH MANAGEMENT, LLC held 6,622 UBS 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 6,622 shares

   Change vs previous 13F +381 shares

   0.02% of the 13F portfolio, value $328,186.

   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 6,241 shares

   Change vs previous 13F +6,241 shares

   0.01% of the 13F portfolio, value $243,836.

   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 ended2025-03-31

   13F 0 shares

   Change vs previous 13F -7,017 shares

   13F-HR 0001398344-25-009563 filed by Angeles Investment Advisors, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 7,017 shares

   Change vs previous 13F -92 shares

   0.01% of the 13F portfolio, value $212,755.

   13F-HR 0001398344-25-002431 filed by Angeles Investment Advisors, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 7,109 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $219,739.

   13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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