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Beverly Hills Private Wealth, LLC: SF position timeline

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

Beverly Hills Private Wealth, LLC held 55,849 SF 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 55,849 shares
    Change vs previous 13F -5,525 shares

    0.75% of the 13F portfolio, value $3,896,604.

    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 61,374 shares
    Change vs previous 13F +26,420 shares

    0.76% of the 13F portfolio, value $4,536,768.

    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 34,954 shares
    Change vs previous 13F +866 shares

    0.75% of the 13F portfolio, value $4,376,893.

    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 34,088 shares
    Change vs previous 13F -2,494 shares

    0.68% of the 13F portfolio, value $3,867,922.

    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 36,582 shares
    Change vs previous 13F +1,899 shares

    0.71% of the 13F portfolio, value $3,796,441.

    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 34,683 shares
    Change vs previous 13F +3,266 shares

    0.65% of the 13F portfolio, value $3,269,184.

    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 31,417 shares
    Change vs previous 13F +1,385 shares

    0.67% of the 13F portfolio, value $3,332,715.

    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 30,032 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,819,980.

    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).