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ANGELES WEALTH MANAGEMENT, LLC: VT position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 1,620,217 VT 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 1,620,217 shares
    Change vs previous 13F +147,479 shares

    6.6% of the 13F portfolio, value $254,314,857.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 105,055 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,515,162 shares

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

  2. period ended2026-03-31
    13F 1,472,738 shares
    Change vs previous 13F +43,807 shares

    11.08% of the 13F portfolio, value $203,709,157.

    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 1,428,931 shares
    Change vs previous 13F +75,303 shares

    11.11% of the 13F portfolio, value $201,564,941.

    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 1,353,628 shares
    Change vs previous 13F +29,370 shares

    11.44% of the 13F portfolio, value $186,529,878.

    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 1,324,258 shares
    Change vs previous 13F +37,130 shares

    11.67% of the 13F portfolio, value $170,193,581.

    13F-HR 0001398344-25-013971 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: 1,324,258 shares

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

  6. period ended2025-03-31
    13F 1,287,128 shares
    Change vs previous 13F +65,031 shares

    4.88% of the 13F portfolio, value $149,242,454.

    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: 790 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,286,338 shares

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

  7. period ended2024-12-31
    13F 1,222,097 shares
    Change vs previous 13F +51,899 shares

    4.36% of the 13F portfolio, value $143,571,917.

    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: 225 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,221,872 shares

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

  8. period ended2024-09-30
    13F 1,170,198 shares
    Change vs previous 13F not available

    12.06% of the 13F portfolio, value $140,072,661.

    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: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 1,170,198 shares

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