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Beverly Hills Private Wealth, LLC: GBIL position timeline

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

Beverly Hills Private Wealth, LLC held 18,759 GBIL 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 18,759 shares
    Change vs previous 13F -3,566 shares

    0.36% of the 13F portfolio, value $1,878,946.

    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 22,325 shares
    Change vs previous 13F -27,968 shares

    0.37% of the 13F portfolio, value $2,236,754.

    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 50,293 shares
    Change vs previous 13F -8,678 shares

    0.86% of the 13F portfolio, value $5,026,312.

    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 58,971 shares
    Change vs previous 13F -2,606 shares

    1.04% of the 13F portfolio, value $5,910,621.

    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 61,577 shares
    Change vs previous 13F -4,090 shares

    1.16% of the 13F portfolio, value $6,166,979.

    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 65,667 shares
    Change vs previous 13F -6,715 shares

    1.3% of the 13F portfolio, value $6,578,505.

    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 72,382 shares
    Change vs previous 13F -8,222 shares

    1.46% of the 13F portfolio, value $7,232,396.

    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 80,604 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $8,083,729.

    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).