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Beverly Hills Private Wealth, LLC: SU position timeline

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

Beverly Hills Private Wealth, LLC held 57,772 SU 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 57,772 shares
    Change vs previous 13F -2,973 shares

    0.6% of the 13F portfolio, value $3,101,195.

    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 60,745 shares
    Change vs previous 13F -8,000 shares

    0.67% of the 13F portfolio, value $4,015,830.

    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 68,745 shares
    Change vs previous 13F -6,763 shares

    0.52% of the 13F portfolio, value $3,049,507.

    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 75,508 shares
    Change vs previous 13F +2,756 shares

    0.56% of the 13F portfolio, value $3,156,970.

    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 72,752 shares
    Change vs previous 13F +4,332 shares

    0.51% of the 13F portfolio, value $2,724,544.

    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 68,420 shares
    Change vs previous 13F -6,233 shares

    0.52% of the 13F portfolio, value $2,649,204.

    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 74,653 shares
    Change vs previous 13F +3,386 shares

    0.54% of the 13F portfolio, value $2,663,602.

    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 71,267 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,631,163.

    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).