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Beverly Hills Private Wealth, LLC: CVE position timeline

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

Beverly Hills Private Wealth, LLC held 107,923 CVE 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 107,923 shares
    Change vs previous 13F -15,969 shares

    0.51% of the 13F portfolio, value $2,677,574.

    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 123,892 shares
    Change vs previous 13F -48,681 shares

    0.55% of the 13F portfolio, value $3,286,849.

    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 172,573 shares
    Change vs previous 13F +7,989 shares

    0.5% of the 13F portfolio, value $2,919,930.

    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 164,584 shares
    Change vs previous 13F +2,349 shares

    0.49% of the 13F portfolio, value $2,796,278.

    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 162,235 shares
    Change vs previous 13F -6,938 shares

    0.41% of the 13F portfolio, value $2,206,391.

    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 169,173 shares
    Change vs previous 13F +25,288 shares

    0.47% of the 13F portfolio, value $2,353,193.

    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 143,885 shares
    Change vs previous 13F +13,952 shares

    0.44% of the 13F portfolio, value $2,179,861.

    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 129,933 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,173,782.

    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).