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Beverly Hills Private Wealth, LLC: GNMA position timeline

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

Beverly Hills Private Wealth, LLC held 154,381 GNMA 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 154,381 shares
    Change vs previous 13F +15,292 shares

    1.31% of the 13F portfolio, value $6,828,267.

    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 139,089 shares
    Change vs previous 13F +4,915 shares

    1.03% of the 13F portfolio, value $6,165,810.

    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 134,174 shares
    Change vs previous 13F +13,305 shares

    1.02% of the 13F portfolio, value $5,976,106.

    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 120,869 shares
    Change vs previous 13F +10,446 shares

    0.95% of the 13F portfolio, value $5,360,535.

    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 110,423 shares
    Change vs previous 13F +11,728 shares

    0.91% of the 13F portfolio, value $4,853,086.

    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 98,695 shares
    Change vs previous 13F +28,609 shares

    0.86% of the 13F portfolio, value $4,332,706.

    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 70,086 shares
    Change vs previous 13F +11,475 shares

    0.61% of the 13F portfolio, value $3,008,806.

    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 58,611 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,625,203.

    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).