Skip to content
Disclosery

Beverly Hills Private Wealth, LLC: STEW position timeline

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

Beverly Hills Private Wealth, LLC held 59,365 STEW 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 59,365 shares
    Change vs previous 13F +8,534 shares

    0.2% of the 13F portfolio, value $1,062,628.

    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 50,831 shares
    Change vs previous 13F +21,742 shares

    0.14% of the 13F portfolio, value $869,205.

    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 29,089 shares
    Change vs previous 13F +1,634 shares

    0.09% of the 13F portfolio, value $539,314.

    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 27,455 shares
    Change vs previous 13F +2,689 shares

    0.09% of the 13F portfolio, value $498,586.

    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 24,766 shares
    Change vs previous 13F +2,124 shares

    0.08% of the 13F portfolio, value $437,866.

    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 22,642 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $390,578.

    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).