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ANGELES WEALTH MANAGEMENT, LLC: VOO position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 1,507,056 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,507,056 shares
    Change vs previous 13F -63,854 shares

    26.87% of the 13F portfolio, value $1,035,070,319.

    13F-HR 0001398344-26-012448 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,339,649 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 167,407 shares

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

  2. period ended2026-03-31
    13F 1,570,910 shares
    Change vs previous 13F +227,685 shares

    28.22% of the 13F portfolio, value $938,697,552.

    13F-HR 0001398344-26-007421 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,406,636 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 164,274 shares

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

  3. period ended2025-12-31
    13F 1,343,225 shares
    Change vs previous 13F -9,165 shares

    25.43% of the 13F portfolio, value $842,376,573.

    13F-HR 0001398344-26-003256 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,180,537 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 162,688 shares

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

  4. period ended2025-09-30
    13F 1,352,390 shares
    Change vs previous 13F -221,414 shares

    26.26% of the 13F portfolio, value $828,176,378.

    13F-HR 0001398344-25-020441 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,212,864 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 139,526 shares

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

  5. period ended2025-06-30
    13F 1,573,804 shares
    Change vs previous 13F +9,273 shares

    27.71% of the 13F portfolio, value $893,967,692.

    13F-HR 0001398344-25-014971 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,435,331 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 138,473 shares

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

  6. period ended2025-03-31
    13F 1,564,531 shares
    Change vs previous 13F +25,887 shares

    26.26% of the 13F portfolio, value $804,028,126.

    13F-HR 0001398344-25-009563 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,421,489 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 143,042 shares

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

  7. period ended2024-12-31
    13F 1,538,644 shares
    Change vs previous 13F +47,052 shares

    25.19% of the 13F portfolio, value $829,036,774.

    13F-HR 0001398344-25-002431 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,399,161 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 139,483 shares

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

  8. period ended2024-09-30
    13F 1,491,592 shares
    Change vs previous 13F not available

    25.26% of the 13F portfolio, value $787,220,967.

    13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,353,886 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 137,706 shares

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