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Beverly Hills Private Wealth, LLC: BTT position timeline

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

Beverly Hills Private Wealth, LLC held 253,307 BTT 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 253,307 shares
    Change vs previous 13F +25,241 shares

    1.11% of the 13F portfolio, value $5,762,727.

    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 228,066 shares
    Change vs previous 13F +53,374 shares

    0.86% of the 13F portfolio, value $5,177,089.

    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 174,692 shares
    Change vs previous 13F +13,750 shares

    0.68% of the 13F portfolio, value $3,986,477.

    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 160,942 shares
    Change vs previous 13F -3,937 shares

    0.64% of the 13F portfolio, value $3,614,763.

    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 164,879 shares
    Change vs previous 13F -8,302 shares

    0.68% of the 13F portfolio, value $3,609,207.

    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 173,181 shares
    Change vs previous 13F +25,928 shares

    0.73% of the 13F portfolio, value $3,676,638.

    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 147,253 shares
    Change vs previous 13F +9,590 shares

    0.61% of the 13F portfolio, value $3,031,942.

    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 137,663 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,976,277.

    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).