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Beverly Hills Private Wealth, LLC: CBL position timeline

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

Beverly Hills Private Wealth, LLC held 152,124 CBL 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 152,124 shares
    Change vs previous 13F -75,096 shares

    1.55% of the 13F portfolio, value $8,076,287.

    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 227,220 shares
    Change vs previous 13F +14,069 shares

    1.46% of the 13F portfolio, value $8,732,069.

    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 213,151 shares
    Change vs previous 13F +5,958 shares

    1.35% of the 13F portfolio, value $7,886,605.

    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 207,193 shares
    Change vs previous 13F +15,616 shares

    1.12% of the 13F portfolio, value $6,335,973.

    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 191,577 shares
    Change vs previous 13F +62,233 shares

    0.91% of the 13F portfolio, value $4,864,149.

    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 129,344 shares
    Change vs previous 13F +10,761 shares

    0.68% of the 13F portfolio, value $3,437,973.

    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 118,583 shares
    Change vs previous 13F +20,701 shares

    0.7% of the 13F portfolio, value $3,487,536.

    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 97,882 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,466,622.

    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).