Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

POOL holding history

Pool Corp in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

POOL overview All 13F holders of POOL Full Q2 2026 holdings

Shares (Q2 2026): 2,409
Value: $517.6K
% of portfolio: <0.1%
Quarters held: 21; Since Q1 2021

Holdings of POOL by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,409	$517.6K	<0.1%	−252−9.5%	Reduced	Holders
Q1 2026	2,661	$538.5K	<0.1%	−1,353−33.7%	Reduced	Holders
Q4 2025	4,014	$918.3K	0.1%	−1,550−27.9%	Reduced	Holders
Q3 2025	5,564	$1.73M	0.1%	−1,211−17.9%	Reduced	Holders
Q2 2025	6,775	$1.97M	0.1%	−5,516−44.9%	Reduced	Holders
Q1 2025	12,291	$3.91M	0.2%	−8,890−42.0%	Reduced	Holders
Q4 2024	21,181	$7.22M	0.1%	+21,181	New	Holders
Q3 2024	0	$0	0.0%	−24,949−100.0%	Sold out	Holders
Q2 2024	24,949	$7.67M	0.2%	−1,150−4.4%	Reduced	Holders
Q1 2024	26,099	$10.5M	0.2%	−2,008−7.1%	Reduced	Holders
Q4 2023	28,107	$11.2M	0.3%	−10,037−26.3%	Reduced	Holders
Q3 2023	38,144	$13.6M	0.3%	−4,006−9.5%	Reduced	Holders
Q2 2023	42,150	$15.8M	0.3%	−9,054−17.7%	Reduced	Holders
Q1 2023	51,204	$17.5M	0.2%	−4,607−8.3%	Reduced	Holders
Q4 2022	55,811	$16.9M	0.2%	−199−0.4%	Reduced	Holders
Q3 2022	56,010	$17.8M	0.3%	−857−1.5%	Reduced	Holders
Q2 2022	56,867	$20.0M	0.3%	+365+0.6%	Added	Holders
Q1 2022	56,502	$23.9M	0.3%	+4,729+9.1%	Added	Holders
Q4 2021	51,773	$29.3M	0.5%	−1,385−2.6%	Reduced	Holders
Q3 2021	53,158	$23.1M	0.3%	−193−0.4%	Reduced	Holders
Q2 2021	53,351	$24.5M	0.3%	−516−1.0%	Reduced	Holders
Q1 2021	53,867	$18.6M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.