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Beverly Hills Private Wealth, LLC: XAGG position timeline

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

Beverly Hills Private Wealth, LLC held 46,651 XAGG 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 46,651 shares
    Change vs previous 13F -11,556 shares

    0.45% of the 13F portfolio, value $2,332,094.

    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 58,207 shares
    Change vs previous 13F -1,960 shares

    0.48% of the 13F portfolio, value $2,890,537.

    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 60,167 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,032,995.

    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).