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ANGELES WEALTH MANAGEMENT, LLC: WMT position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 25,437 WMT 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 25,437 shares
    Change vs previous 13F +712 shares

    0.13% of the 13F portfolio, value $2,880,995.

    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 24,725 shares
    Change vs previous 13F +2,926 shares

    0.17% of the 13F portfolio, value $3,078,529.

    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 21,799 shares
    Change vs previous 13F +5,709 shares

    0.13% of the 13F portfolio, value $2,433,221.

    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 16,090 shares
    Change vs previous 13F +327 shares

    0.1% of the 13F portfolio, value $1,658,235.

    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 15,763 shares
    Change vs previous 13F +2,016 shares

    0.11% of the 13F portfolio, value $1,541,306.

    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 13,747 shares
    Change vs previous 13F -10,238 shares

    0.1% of the 13F portfolio, value $1,206,849.

    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: 13,747 shares

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

  7. period ended2024-12-31
    13F 23,985 shares
    Change vs previous 13F +1,579 shares

    0.07% of the 13F portfolio, value $2,168,853.

    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: 10,036 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 13,949 shares

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

  8. period ended2024-09-30
    13F 22,406 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,809,284.

    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: 10,191 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 12,215 shares

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