Beverly Hills Private Wealth, LLC: CLOX position timeline

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

Beverly Hills Private Wealth, LLC held 26,019 CLOX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 26,019 shares
Change vs previous 13F -2,348 shares
0.13% of the 13F portfolio, value $666,477.
13F-HR 0001965710-26-000005 filed by Beverly Hills Private Wealth, LLC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 28,367 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $725,344.
13F-HR 0001085146-26-000375 filed by Beverly Hills Private Wealth, LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).