Ownership history in CHANNEL WEALTH LLC · 12 quarters on record
This page tracks every 13F SEC filing in which CHANNEL WEALTH LLC reported a position in ANGEL OAK FUNDS TRUST (CARY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,152,894 | +71,751 | +6.6% | 6.08% | $24.0M | $20.68 |
| 2025 Q3 | ADDED | 1,081,143 | +28,131 | +2.7% | 6.05% | $22.6M | $20.53 |
| 2025 Q2 | REDUCED | 1,053,012 | -154,215 | -12.8% | 6.19% | $21.9M | $20.10 |
| 2025 Q1 | ADDED | 1,207,227 | +23,042 | +1.9% | 7.79% | $25.1M | $19.77 |
As of 2025 Q4 — sorted by position size