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Beverly Hills Private Wealth, LLC: AER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beverly Hills Private Wealth, LLC on AER, newest first. How the timeline and the estimate are built.

Beverly Hills Private Wealth, LLC held 28,488 AER shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,488 shares
    Change vs previous 13F -2,024 shares

    0.8% of the 13F portfolio, value $4,153,008.

    13F-HR 0001965710-26-000005 filed by Beverly Hills Private Wealth, 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 30,512 shares
    Change vs previous 13F +2,778 shares

    0.7% of the 13F portfolio, value $4,185,654.

    13F-HR 0001085146-26-000375 filed by Beverly Hills Private Wealth, 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/A 27,734 shares
    Change vs previous 13F -779 shares

    0.68% of the 13F portfolio, value $3,987,108.

    13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private Wealth, 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 28,513 shares
    Change vs previous 13F +1,501 shares

    0.61% of the 13F portfolio, value $3,450,130.

    13F-HR 0001085146-25-005976 filed by Beverly Hills Private Wealth, 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 27,012 shares
    Change vs previous 13F +3,809 shares

    0.59% of the 13F portfolio, value $3,160,459.

    13F-HR 0001085146-25-004273 filed by Beverly Hills Private Wealth, 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 23,203 shares
    Change vs previous 13F +4,563 shares

    0.47% of the 13F portfolio, value $2,370,698.

    13F-HR 0001085146-25-002465 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,640 shares
    Change vs previous 13F +1,947 shares

    0.36% of the 13F portfolio, value $1,783,893.

    13F-HR 0001085146-25-001381 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,693 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,581,196.

    13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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