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ANGELES WEALTH MANAGEMENT, LLC: VYMI position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 137,500 VYMI 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 137,500 shares
    Change vs previous 13F +93,500 shares

    0.35% of the 13F portfolio, value $13,502,500.

    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: 93,500 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 44,000 shares

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

  2. period ended2026-03-31
    13F 44,000 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $4,146,560.

    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 44,000 shares
    Change vs previous 13F +41,398 shares

    0.22% of the 13F portfolio, value $3,960,000.

    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 2,602 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $220,337.

    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 2,602 shares
    Change vs previous 13F -1,565 shares

    0.01% of the 13F portfolio, value $208,446.

    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 4,167 shares
    Change vs previous 13F -44,000 shares

    0.03% of the 13F portfolio, value $307,066.

    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: 4,167 shares

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

  7. period ended2024-12-31
    13F 48,167 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $3,269,576.

    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: 44,000 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 4,167 shares

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

  8. period ended2024-09-30
    13F 48,167 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,536,421.

    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: 44,000 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 4,167 shares

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