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Beverly Hills Private Wealth, LLC: SW position timeline

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

Beverly Hills Private Wealth, LLC held 123,600 SW 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 123,600 shares
    Change vs previous 13F +26,781 shares

    1.1% of the 13F portfolio, value $5,717,751.

    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 96,819 shares
    Change vs previous 13F +21,943 shares

    0.64% of the 13F portfolio, value $3,858,220.

    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 74,876 shares
    Change vs previous 13F -13,859 shares

    0.5% of the 13F portfolio, value $2,895,472.

    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 88,735 shares
    Change vs previous 13F -442 shares

    0.67% of the 13F portfolio, value $3,777,425.

    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 89,177 shares
    Change vs previous 13F +6,031 shares

    0.72% of the 13F portfolio, value $3,847,982.

    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 83,146 shares
    Change vs previous 13F +6,994 shares

    0.74% of the 13F portfolio, value $3,746,558.

    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 76,152 shares
    Change vs previous 13F +20,569 shares

    0.83% of the 13F portfolio, value $4,101,539.

    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 55,583 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,746,911.

    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).