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Beverly Hills Private Wealth, LLC: KR position timeline

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

Beverly Hills Private Wealth, LLC held 99,038 KR 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 99,038 shares
    Change vs previous 13F +9,468 shares

    1.06% of the 13F portfolio, value $5,499,572.

    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 89,570 shares
    Change vs previous 13F +1,862 shares

    1.08% of the 13F portfolio, value $6,481,318.

    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 87,708 shares
    Change vs previous 13F +19,213 shares

    0.94% of the 13F portfolio, value $5,480,005.

    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 68,495 shares
    Change vs previous 13F +10,121 shares

    0.82% of the 13F portfolio, value $4,617,258.

    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 58,374 shares
    Change vs previous 13F -14,286 shares

    0.79% of the 13F portfolio, value $4,187,177.

    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 72,660 shares
    Change vs previous 13F +4,566 shares

    0.97% of the 13F portfolio, value $4,918,365.

    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 68,094 shares
    Change vs previous 13F +6,857 shares

    0.84% of the 13F portfolio, value $4,163,947.

    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 61,237 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,508,868.

    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).