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ANGELES WEALTH MANAGEMENT, LLC: XLE position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 22,558 XLE 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 22,558 shares
    Change vs previous 13F -581,594 shares

    0.05% of the 13F portfolio, value $1,198,038.

    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: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 22,558 shares

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

  2. period ended2026-03-31
    13F 604,152 shares
    Change vs previous 13F +584,223 shares

    1.11% of the 13F portfolio, value $37,010,376.

    13F-HR 0001398344-26-007421 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 584,760 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 19,392 shares

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

  3. period ended2025-12-31
    13F 19,929 shares
    Change vs previous 13F +10,595 shares

    0.05% of the 13F portfolio, value $891,031.

    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 9,334 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $833,911.

    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 9,334 shares
    Change vs previous 13F -135,371 shares

    0.05% of the 13F portfolio, value $791,628.

    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: 9,334 shares

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

  6. period ended2025-03-31
    13F 144,705 shares
    Change vs previous 13F -300 shares

    0.44% of the 13F portfolio, value $13,522,695.

    13F-HR 0001398344-25-009563 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 132,000 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 12,705 shares

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

  7. period ended2024-12-31
    13F 145,005 shares
    Change vs previous 13F +133,600 shares

    0.38% of the 13F portfolio, value $12,421,140.

    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: 132,000 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 13,005 shares

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

  8. period ended2024-09-30
    13F 11,405 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,001,371.

    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: 11,405 shares

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