Beverly Hills Private Wealth, LLC: WMB position timeline

Beverly Hills Private Wealth, LLC held 0 WMB shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,812 shares

   13F-HR 0001085146-25-005976 filed by Beverly Hills Private Wealth, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 4,812 shares

   Change vs previous 13F -229 shares

   0.06% of the 13F portfolio, value $302,213.

   13F-HR 0001085146-25-004273 filed by Beverly Hills Private Wealth, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 5,041 shares

   Change vs previous 13F -120 shares

   0.06% of the 13F portfolio, value $301,250.

   13F-HR 0001085146-25-002465 filed by Beverly Hills Private Wealth, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 5,161 shares

   Change vs previous 13F -644 shares

   0.06% of the 13F portfolio, value $279,286.

   13F-HR 0001085146-25-001381 filed by Beverly Hills Private Wealth, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 5,805 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $264,976.

   13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).