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Beverly Hills Private Wealth, LLC: CHI position timeline

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

Beverly Hills Private Wealth, LLC held 0 CHI shares at 2025-03-31 per its 13F-HR filed 2025-04-30.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -10,820 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 10,820 shares
    Change vs previous 13F +254 shares

    0.03% of the 13F portfolio, value $129,192.

    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).

  3. period ended2024-09-30
    13F 10,566 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $122,985.

    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).