Beverly Hills Private Wealth, LLC: IP position timeline

Beverly Hills Private Wealth, LLC held 0 IP shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -648 shares

   13F-HR 0001085146-26-000375 filed by Beverly Hills Private Wealth, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F/A 648 shares

   Change vs previous 13F -39 shares

   <0.01% of the 13F portfolio, value $25,527.

   13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private Wealth, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 687 shares

   Change vs previous 13F +112 shares

   0.01% of the 13F portfolio, value $31,879.

   13F-HR 0001085146-25-005976 filed by Beverly Hills Private Wealth, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 575 shares

   Change vs previous 13F +1 shares

   0.01% of the 13F portfolio, value $26,929.

   13F-HR 0001085146-25-004273 filed by Beverly Hills Private Wealth, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 574 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $30,625.

   13F-HR 0001085146-25-002465 filed by Beverly Hills Private Wealth, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).