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ANGELES WEALTH MANAGEMENT, LLC: V position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 31,305 V 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 31,305 shares
    Change vs previous 13F +3,929 shares

    0.49% of the 13F portfolio, value $10,740,495.

    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 27,376 shares
    Change vs previous 13F +1,583 shares

    0.45% of the 13F portfolio, value $8,274,039.

    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 25,793 shares
    Change vs previous 13F +1,878 shares

    0.5% of the 13F portfolio, value $9,046,031.

    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 23,915 shares
    Change vs previous 13F +5,676 shares

    0.5% of the 13F portfolio, value $8,164,259.

    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 18,239 shares
    Change vs previous 13F +2,111 shares

    0.44% of the 13F portfolio, value $6,475,757.

    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 16,128 shares
    Change vs previous 13F -2,096 shares

    0.47% of the 13F portfolio, value $5,652,219.

    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: 16,128 shares

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

  7. period ended2024-12-31
    13F 18,224 shares
    Change vs previous 13F -5 shares

    0.18% of the 13F portfolio, value $5,759,513.

    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: 2,296 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 15,928 shares

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

  8. period ended2024-09-30
    13F 18,229 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,012,064.

    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: 3,365 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 14,864 shares

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