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ANGELES WEALTH MANAGEMENT, LLC: VSGX position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 234,590 VSGX 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 234,590 shares
    Change vs previous 13F +61,982 shares

    1.16% of the 13F portfolio, value $19,316,159.

    13F-HR 0001398344-26-012448 filed by Angeles Investment Advisors, 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 172,608 shares
    Change vs previous 13F +4,328 shares

    0.83% of the 13F portfolio, value $12,381,165.

    13F-HR 0001398344-26-007421 filed by Angeles Investment Advisors, 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 168,280 shares
    Change vs previous 13F +73,450 shares

    0.8% of the 13F portfolio, value $12,052,214.

    13F-HR 0001398344-26-003256 filed by Angeles Investment Advisors, 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 94,830 shares
    Change vs previous 13F -207,910 shares

    0.43% of the 13F portfolio, value $6,578,357.

    13F-HR 0001398344-25-020441 filed by Angeles Investment Advisors, 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 302,740 shares
    Change vs previous 13F +74,330 shares

    1.12% of the 13F portfolio, value $19,829,470.

    13F-HR 0001398344-25-014971 filed by Angeles Investment Advisors, 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 228,410 shares
    Change vs previous 13F +127,580 shares

    0.73% of the 13F portfolio, value $13,471,622.

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

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

  7. period ended2024-12-31
    13F 100,830 shares
    Change vs previous 13F -14,435 shares

    0.28% of the 13F portfolio, value $5,717,061.

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

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

  8. period ended2024-09-30
    13F 115,265 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $7,089,950.

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

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