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Beverly Hills Private Wealth, LLC: ELV position timeline

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

Beverly Hills Private Wealth, LLC held 20,350 ELV 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 20,350 shares
    Change vs previous 13F +775 shares

    1.51% of the 13F portfolio, value $7,870,100.

    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 19,575 shares
    Change vs previous 13F +2,698 shares

    0.96% of the 13F portfolio, value $5,730,654.

    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 16,877 shares
    Change vs previous 13F -1,469 shares

    1.01% of the 13F portfolio, value $5,916,247.

    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 18,346 shares
    Change vs previous 13F +3,800 shares

    1.05% of the 13F portfolio, value $5,927,945.

    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 14,546 shares
    Change vs previous 13F +994 shares

    1.06% of the 13F portfolio, value $5,657,753.

    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 13,552 shares
    Change vs previous 13F +1,755 shares

    1.17% of the 13F portfolio, value $5,894,580.

    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 11,797 shares
    Change vs previous 13F +2,459 shares

    0.88% of the 13F portfolio, value $4,351,893.

    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 9,338 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,855,766.

    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).