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Beverly Hills Private Wealth, LLC: GFR position timeline

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

Beverly Hills Private Wealth, LLC held 415,924 GFR 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 415,924 shares
    Change vs previous 13F +42,602 shares

    0.45% of the 13F portfolio, value $2,349,971.

    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 373,322 shares
    Change vs previous 13F +116,923 shares

    0.39% of the 13F portfolio, value $2,359,397.

    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 256,399 shares
    Change vs previous 13F +177,068 shares

    0.21% of the 13F portfolio, value $1,220,458.

    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 79,331 shares
    Change vs previous 13F -571 shares

    0.06% of the 13F portfolio, value $366,509.

    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 79,902 shares
    Change vs previous 13F +43,025 shares

    0.07% of the 13F portfolio, value $356,363.

    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 36,877 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $216,468.

    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).