Beverly Hills Private Wealth, LLC: LIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beverly Hills Private Wealth, LLC on LIN, newest first. How the timeline and the estimate are built.
Beverly Hills Private Wealth, LLC held 2,215 LIN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,215 sharesChange vs previous 13F -1,996 shares
0.22% of the 13F portfolio, value $1,149,437.
13F-HR 0001965710-26-000005 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,211 sharesChange vs previous 13F -423 shares
0.35% of the 13F portfolio, value $2,087,509.
13F-HR 0001085146-26-000375 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 4,634 sharesChange vs previous 13F -207 shares
0.34% of the 13F portfolio, value $1,975,718.
13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,841 sharesChange vs previous 13F -189 shares
0.41% of the 13F portfolio, value $2,299,677.
13F-HR 0001085146-25-005976 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,030 sharesChange vs previous 13F -271 shares
0.44% of the 13F portfolio, value $2,360,106.
13F-HR 0001085146-25-004273 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,301 sharesChange vs previous 13F -374 shares
0.49% of the 13F portfolio, value $2,468,415.
13F-HR 0001085146-25-002465 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,675 sharesChange vs previous 13F -118 shares
0.48% of the 13F portfolio, value $2,376,054.
13F-HR 0001085146-25-001381 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,793 sharesChange vs previous 13F not available
0.56% of the 13F portfolio, value $2,762,619.
13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).