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Beverly Hills Private Wealth, LLC: SBUX position timeline

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

Beverly Hills Private Wealth, LLC held 3,494 SBUX 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 3,494 shares
    Change vs previous 13F -16,664 shares

    0.07% of the 13F portfolio, value $357,001.

    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 20,158 shares
    Change vs previous 13F +10,760 shares

    0.3% of the 13F portfolio, value $1,805,911.

    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 9,398 shares
    Change vs previous 13F -9,830 shares

    0.14% of the 13F portfolio, value $791,409.

    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 19,228 shares
    Change vs previous 13F -6,044 shares

    0.29% of the 13F portfolio, value $1,626,668.

    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 25,272 shares
    Change vs previous 13F -1,287 shares

    0.43% of the 13F portfolio, value $2,315,700.

    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 26,559 shares
    Change vs previous 13F -16 shares

    0.52% of the 13F portfolio, value $2,605,180.

    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 26,575 shares
    Change vs previous 13F -2,453 shares

    0.49% of the 13F portfolio, value $2,425,030.

    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 29,028 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,829,946.

    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).