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Beverly Hills Private Wealth, LLC: AIV position timeline

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

Beverly Hills Private Wealth, LLC held 516,105 AIV 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 516,105 shares
    Change vs previous 13F +19,047 shares

    0.29% of the 13F portfolio, value $1,532,833.

    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 497,058 shares
    Change vs previous 13F +166,436 shares

    0.34% of the 13F portfolio, value $2,023,026.

    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 330,622 shares
    Change vs previous 13F +5,506 shares

    0.34% of the 13F portfolio, value $1,963,892.

    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 325,116 shares
    Change vs previous 13F +25,121 shares

    0.46% of the 13F portfolio, value $2,578,167.

    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 299,995 shares
    Change vs previous 13F +24,401 shares

    0.49% of the 13F portfolio, value $2,594,954.

    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 275,594 shares
    Change vs previous 13F +20,143 shares

    0.48% of the 13F portfolio, value $2,425,224.

    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 255,451 shares
    Change vs previous 13F +25,006 shares

    0.47% of the 13F portfolio, value $2,322,049.

    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 230,445 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,083,222.

    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).