Beverly Hills Private Wealth, LLC: CX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beverly Hills Private Wealth, LLC on CX, newest first. How the timeline and the estimate are built.
Beverly Hills Private Wealth, LLC held 0 CX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -14,878 shares
13F-HR 0001965710-26-000005 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 14,878 sharesChange vs previous 13F -3,986 shares
0.03% of the 13F portfolio, value $170,204.
13F-HR 0001085146-26-000375 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 18,864 sharesChange vs previous 13F -162 shares
0.04% of the 13F portfolio, value $216,747.
13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,026 sharesChange vs previous 13F +19,026 shares
0.03% of the 13F portfolio, value $171,044.
13F-HR 0001085146-25-005976 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.