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Beverly Hills Private Wealth, LLC: D position timeline

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

Beverly Hills Private Wealth, LLC held 10,904 D 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 10,904 shares
    Change vs previous 13F -26,985 shares

    0.14% of the 13F portfolio, value $744,600.

    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 37,889 shares
    Change vs previous 13F +7,012 shares

    0.39% of the 13F portfolio, value $2,342,292.

    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 30,877 shares
    Change vs previous 13F -284 shares

    0.31% of the 13F portfolio, value $1,809,072.

    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 31,161 shares
    Change vs previous 13F -1,105 shares

    0.34% of the 13F portfolio, value $1,906,124.

    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 32,266 shares
    Change vs previous 13F +3,755 shares

    0.34% of the 13F portfolio, value $1,823,647.

    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 28,511 shares
    Change vs previous 13F +1,014 shares

    0.32% of the 13F portfolio, value $1,598,598.

    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 27,497 shares
    Change vs previous 13F +2,535 shares

    0.3% of the 13F portfolio, value $1,480,964.

    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 24,962 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,442,528.

    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).