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Beverly Hills Private Wealth, LLC: BDX position timeline

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

Beverly Hills Private Wealth, LLC held 22,156 BDX 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 22,156 shares
    Change vs previous 13F +2,896 shares

    0.64% of the 13F portfolio, value $3,352,930.

    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 19,260 shares
    Change vs previous 13F +1,813 shares

    0.5% of the 13F portfolio, value $3,028,275.

    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 17,447 shares
    Change vs previous 13F +3,918 shares

    0.58% of the 13F portfolio, value $3,385,970.

    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 13,529 shares
    Change vs previous 13F +3,137 shares

    0.45% of the 13F portfolio, value $2,532,226.

    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 10,392 shares
    Change vs previous 13F +910 shares

    0.34% of the 13F portfolio, value $1,789,971.

    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 9,482 shares
    Change vs previous 13F +912 shares

    0.43% of the 13F portfolio, value $2,171,935.

    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 8,570 shares
    Change vs previous 13F +749 shares

    0.39% of the 13F portfolio, value $1,944,301.

    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 7,821 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,885,551.

    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).