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Beverly Hills Private Wealth, LLC: DTF position timeline

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

Beverly Hills Private Wealth, LLC held 335,921 DTF 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 335,921 shares
    Change vs previous 13F -421 shares

    0.75% of the 13F portfolio, value $3,879,890.

    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 336,342 shares
    Change vs previous 13F +1,417 shares

    0.64% of the 13F portfolio, value $3,851,113.

    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 334,925 shares
    Change vs previous 13F +26,327 shares

    0.66% of the 13F portfolio, value $3,824,846.

    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 308,598 shares
    Change vs previous 13F -4,445 shares

    0.62% of the 13F portfolio, value $3,527,279.

    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 313,043 shares
    Change vs previous 13F +6,955 shares

    0.66% of the 13F portfolio, value $3,502,954.

    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 306,088 shares
    Change vs previous 13F +57,141 shares

    0.68% of the 13F portfolio, value $3,431,250.

    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 248,947 shares
    Change vs previous 13F +148,014 shares

    0.56% of the 13F portfolio, value $2,791,941.

    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 100,933 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,137,515.

    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).