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Beverly Hills Private Wealth, LLC: EDV position timeline

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

Beverly Hills Private Wealth, LLC held 79,468 EDV 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 79,468 shares
    Change vs previous 13F +12,891 shares

    0.99% of the 13F portfolio, value $5,171,788.

    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 66,577 shares
    Change vs previous 13F +12,302 shares

    0.72% of the 13F portfolio, value $4,324,174.

    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 54,275 shares
    Change vs previous 13F +1,694 shares

    0.6% of the 13F portfolio, value $3,528,416.

    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 52,581 shares
    Change vs previous 13F +5,749 shares

    0.64% of the 13F portfolio, value $3,599,167.

    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 46,832 shares
    Change vs previous 13F +7,607 shares

    0.59% of the 13F portfolio, value $3,151,790.

    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 39,225 shares
    Change vs previous 13F +15,019 shares

    0.55% of the 13F portfolio, value $2,789,286.

    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 24,206 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,639,227.

    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).