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Beverly Hills Private Wealth, LLC: SCHR position timeline

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

Beverly Hills Private Wealth, LLC held 35,973 SCHR 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 35,973 shares
    Change vs previous 13F -42,051 shares

    0.17% of the 13F portfolio, value $887,094.

    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 78,024 shares
    Change vs previous 13F +14,912 shares

    0.32% of the 13F portfolio, value $1,943,578.

    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 63,112 shares
    Change vs previous 13F +12,789 shares

    0.27% of the 13F portfolio, value $1,582,849.

    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 50,323 shares
    Change vs previous 13F -9,930 shares

    0.22% of the 13F portfolio, value $1,264,617.

    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 60,253 shares
    Change vs previous 13F +14,938 shares

    0.28% of the 13F portfolio, value $1,508,132.

    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 45,315 shares
    Change vs previous 13F -59 shares

    0.22% of the 13F portfolio, value $1,126,531.

    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 45,374 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,102,134.

    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).