Beverly Hills Private Wealth, LLC: PKG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beverly Hills Private Wealth, LLC on PKG, newest first. How the timeline and the estimate are built.
Beverly Hills Private Wealth, LLC held 8,479 PKG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 8,479 sharesChange vs previous 13F +511 shares
0.39% of the 13F portfolio, value $2,020,333.
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 7,968 sharesChange vs previous 13F -561 shares
0.28% of the 13F portfolio, value $1,690,925.
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 8,529 sharesChange vs previous 13F +1,429 shares
0.3% of the 13F portfolio, value $1,758,893.
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 7,100 sharesChange vs previous 13F +39 shares
0.27% of the 13F portfolio, value $1,547,258.
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 7,061 sharesChange vs previous 13F -434 shares
0.25% of the 13F portfolio, value $1,330,607.
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 7,495 sharesChange vs previous 13F -2,133 shares
0.29% of the 13F portfolio, value $1,484,119.
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 9,628 sharesChange vs previous 13F -7,887 shares
0.44% of the 13F portfolio, value $2,167,518.
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 17,515 sharesChange vs previous 13F not available
0.76% of the 13F portfolio, value $3,772,693.
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).