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Angeles Investment Advisors, LLC Historic Quarter Change: USA Preferred Shares, Added

Angeles Investment Advisors, LLC historic quarter change: USA Preferred Shares, Added

In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Angeles Investment Advisors, LLC opened 0 positions, added to 1, reduced 1 and sold out of 0.

  • Q2 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 200.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1535695), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025PFF
ISHARES TR
PFD AND INCM SEC200400+200$6,146$12,272+$6,1262025-08-11

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