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Disclosery

Beverly Hills Private Wealth, LLC: GDXJ position timeline

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

Beverly Hills Private Wealth, LLC held 38,473 GDXJ 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 38,473 shares
    Change vs previous 13F -223 shares

    0.73% of the 13F portfolio, value $3,779,957.

    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 38,696 shares
    Change vs previous 13F +8,356 shares

    0.77% of the 13F portfolio, value $4,645,049.

    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 30,340 shares
    Change vs previous 13F +5,050 shares

    0.59% of the 13F portfolio, value $3,452,067.

    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 25,290 shares
    Change vs previous 13F +5,980 shares

    0.44% of the 13F portfolio, value $2,504,489.

    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 19,310 shares
    Change vs previous 13F +1,646 shares

    0.24% of the 13F portfolio, value $1,305,177.

    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 17,664 shares
    Change vs previous 13F +6,247 shares

    0.2% of the 13F portfolio, value $1,010,392.

    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 11,417 shares
    Change vs previous 13F +3,867 shares

    0.1% of the 13F portfolio, value $488,085.

    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 7,550 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $368,516.

    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).