Beverly Hills Private Wealth, LLC: FAST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beverly Hills Private Wealth, LLC on FAST, newest first. How the timeline and the estimate are built.
Beverly Hills Private Wealth, LLC held 15,881 FAST shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 15,881 sharesChange vs previous 13F -25,164 shares
0.15% of the 13F portfolio, value $762,777.
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).
- period ended2026-03-3113F 41,045 sharesChange vs previous 13F -5,393 shares
0.32% of the 13F portfolio, value $1,904,494.
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 46,438 sharesChange vs previous 13F -919 shares
0.32% of the 13F portfolio, value $1,863,561.
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 47,357 sharesChange vs previous 13F -1,926 shares
0.41% of the 13F portfolio, value $2,322,386.
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 ended2025-06-3013F 49,283 sharesChange vs previous 13F +23,499 shares
0.39% of the 13F portfolio, value $2,069,898.
13F-HR 0001085146-25-004273 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 ended2025-03-3113F 25,784 sharesChange vs previous 13F -1,416 shares
0.4% of the 13F portfolio, value $1,999,559.
13F-HR 0001085146-25-002465 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 ended2024-12-3113F 27,200 sharesChange vs previous 13F -1,028 shares
0.4% of the 13F portfolio, value $1,955,936.
13F-HR 0001085146-25-001381 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 28,228 sharesChange vs previous 13F not available
0.41% of the 13F portfolio, value $2,016,028.
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).