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ANGELES WEALTH MANAGEMENT, LLC: WFC position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 50,781 WFC 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 50,781 shares
    Change vs previous 13F +98 shares

    0.19% of the 13F portfolio, value $4,196,542.

    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 50,683 shares
    Change vs previous 13F +2,116 shares

    0.22% of the 13F portfolio, value $4,034,874.

    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 48,567 shares
    Change vs previous 13F +2,940 shares

    0.25% of the 13F portfolio, value $4,526,444.

    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 45,627 shares
    Change vs previous 13F +110 shares

    0.23% of the 13F portfolio, value $3,824,455.

    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 45,517 shares
    Change vs previous 13F +878 shares

    0.25% of the 13F portfolio, value $3,646,822.

    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 44,639 shares
    Change vs previous 13F -3,080 shares

    0.27% of the 13F portfolio, value $3,204,634.

    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: 44,639 shares

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

  7. period ended2024-12-31
    13F 47,719 shares
    Change vs previous 13F +32,854 shares

    0.1% of the 13F portfolio, value $3,351,783.

    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: 3,250 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 44,469 shares

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

  8. period ended2024-09-30
    13F 14,865 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $839,724.

    13F-HR 0001398344-24-019597 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).