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Beverly Hills Private Wealth, LLC: ALX position timeline

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

Beverly Hills Private Wealth, LLC held 25,913 ALX 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 25,913 shares
    Change vs previous 13F +2,205 shares

    1.37% of the 13F portfolio, value $7,140,720.

    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 23,708 shares
    Change vs previous 13F +2,470 shares

    0.93% of the 13F portfolio, value $5,599,851.

    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 21,238 shares
    Change vs previous 13F +952 shares

    0.79% of the 13F portfolio, value $4,628,567.

    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 20,286 shares
    Change vs previous 13F +2,332 shares

    0.84% of the 13F portfolio, value $4,756,818.

    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 17,954 shares
    Change vs previous 13F +11,322 shares

    0.76% of the 13F portfolio, value $4,045,351.

    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 6,632 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,387,108.

    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).