Skip to content
Disclosery

ANGELES WEALTH MANAGEMENT, LLC: WIT position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 41,165 WIT 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 41,165 shares
    Change vs previous 13F -22,820 shares

    <0.01% of the 13F portfolio, value $92,621.

    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 63,985 shares
    Change vs previous 13F +30,473 shares

    0.01% of the 13F portfolio, value $135,648.

    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 33,512 shares
    Change vs previous 13F +5,024 shares

    0.01% of the 13F portfolio, value $95,174.

    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 28,488 shares
    Change vs previous 13F -540 shares

    <0.01% of the 13F portfolio, value $74,923.

    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 29,028 shares
    Change vs previous 13F +8,693 shares

    0.01% of the 13F portfolio, value $87,665.

    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 20,335 shares
    Change vs previous 13F -96,078 shares

    0.01% of the 13F portfolio, value $62,225.

    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: 20,335 shares

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

  7. period ended2024-12-31
    13F 116,413 shares
    Change vs previous 13F +49,663 shares

    0.01% of the 13F portfolio, value $412,102.

    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: 94,615 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 21,798 shares

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

  8. period ended2024-09-30
    13F 66,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $432,540.

    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: 54,748 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 12,002 shares

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