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Beverly Hills Private Wealth, LLC: PHG position timeline

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

Beverly Hills Private Wealth, LLC held 111,183 PHG 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 111,183 shares
    Change vs previous 13F +12,213 shares

    0.58% of the 13F portfolio, value $3,023,058.

    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 98,970 shares
    Change vs previous 13F +9,311 shares

    0.45% of the 13F portfolio, value $2,711,766.

    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 89,659 shares
    Change vs previous 13F +3,024 shares

    0.42% of the 13F portfolio, value $2,427,974.

    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 86,635 shares
    Change vs previous 13F +2,899 shares

    0.42% of the 13F portfolio, value $2,361,679.

    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 83,736 shares
    Change vs previous 13F +4,574 shares

    0.38% of the 13F portfolio, value $2,007,986.

    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 79,162 shares
    Change vs previous 13F +6,625 shares

    0.4% of the 13F portfolio, value $2,010,711.

    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 72,537 shares
    Change vs previous 13F +5,552 shares

    0.37% of the 13F portfolio, value $1,836,633.

    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 66,985 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,191,744.

    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).