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Beverly Hills Private Wealth, LLC: OPY position timeline

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

Beverly Hills Private Wealth, LLC held 20,933 OPY 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 20,933 shares
    Change vs previous 13F -1,734 shares

    0.42% of the 13F portfolio, value $2,209,217.

    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 22,667 shares
    Change vs previous 13F +2,433 shares

    0.34% of the 13F portfolio, value $2,021,712.

    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 20,234 shares
    Change vs previous 13F +801 shares

    0.25% of the 13F portfolio, value $1,462,739.

    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 19,433 shares
    Change vs previous 13F -1,605 shares

    0.25% of the 13F portfolio, value $1,436,317.

    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 21,038 shares
    Change vs previous 13F -7,992 shares

    0.26% of the 13F portfolio, value $1,383,691.

    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 29,030 shares
    Change vs previous 13F +1,759 shares

    0.34% of the 13F portfolio, value $1,731,079.

    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 27,271 shares
    Change vs previous 13F +866 shares

    0.35% of the 13F portfolio, value $1,747,800.

    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 26,405 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,350,881.

    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).