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Beverly Hills Private Wealth, LLC: VMBS position timeline

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

Beverly Hills Private Wealth, LLC held 86,243 VMBS 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 86,243 shares
    Change vs previous 13F -1,300 shares

    0.78% of the 13F portfolio, value $4,037,034.

    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 87,543 shares
    Change vs previous 13F -3,273 shares

    0.69% of the 13F portfolio, value $4,110,142.

    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 90,816 shares
    Change vs previous 13F -2,589 shares

    0.73% of the 13F portfolio, value $4,275,616.

    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 93,405 shares
    Change vs previous 13F -987 shares

    0.77% of the 13F portfolio, value $4,386,297.

    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 94,392 shares
    Change vs previous 13F -255 shares

    0.82% of the 13F portfolio, value $4,374,124.

    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 94,647 shares
    Change vs previous 13F -5,934 shares

    0.87% of the 13F portfolio, value $4,383,116.

    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 100,581 shares
    Change vs previous 13F -3,439 shares

    0.92% of the 13F portfolio, value $4,560,340.

    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 104,020 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $4,910,796.

    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).