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Beverly Hills Private Wealth, LLC: VGIT position timeline

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

Beverly Hills Private Wealth, LLC held 236,197 VGIT 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 236,197 shares
    Change vs previous 13F +38,040 shares

    2.68% of the 13F portfolio, value $13,930,877.

    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 198,157 shares
    Change vs previous 13F +5,789 shares

    1.97% of the 13F portfolio, value $11,800,251.

    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 192,368 shares
    Change vs previous 13F +9,532 shares

    1.97% of the 13F portfolio, value $11,528,603.

    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 182,836 shares
    Change vs previous 13F +21,078 shares

    1.94% of the 13F portfolio, value $10,975,633.

    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 161,758 shares
    Change vs previous 13F -22,049 shares

    1.82% of the 13F portfolio, value $9,674,734.

    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 183,807 shares
    Change vs previous 13F +42,145 shares

    2.16% of the 13F portfolio, value $10,918,124.

    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 141,662 shares
    Change vs previous 13F +27,099 shares

    1.66% of the 13F portfolio, value $8,216,377.

    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 114,563 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $6,921,873.

    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).