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Beverly Hills Private Wealth, LLC: VGSH position timeline

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

Beverly Hills Private Wealth, LLC held 169,625 VGSH 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 169,625 shares
    Change vs previous 13F +5,973 shares

    1.9% of the 13F portfolio, value $9,872,190.

    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 163,652 shares
    Change vs previous 13F +41,992 shares

    1.6% of the 13F portfolio, value $9,580,172.

    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 121,660 shares
    Change vs previous 13F -43,692 shares

    1.22% of the 13F portfolio, value $7,145,075.

    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 165,352 shares
    Change vs previous 13F -10,982 shares

    1.72% of the 13F portfolio, value $9,730,948.

    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 176,334 shares
    Change vs previous 13F -3,518 shares

    1.95% of the 13F portfolio, value $10,364,895.

    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 179,852 shares
    Change vs previous 13F +22,240 shares

    2.09% of the 13F portfolio, value $10,555,497.

    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 157,612 shares
    Change vs previous 13F -17,954 shares

    1.85% of the 13F portfolio, value $9,169,842.

    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 175,566 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $10,361,901.

    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).