Beverly Hills Private Wealth, LLC
- SEC CIK
- 0001965710
- Latest filing
- Aug 6, 2026
AEG holding history
Aegon Ltd. in every 13F filed by Beverly Hills Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AEG overviewAll 13F holders of AEGFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −17,851−100.0% | Sold out | Holders |
| Q4 2025 | 17,851 | $137.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 17,851 | $142.6K | <0.1% | −3,280−15.5% | Reduced | Holders |
| Q2 2025 | 21,131 | $153.0K | <0.1% | −1,208−5.4% | Reduced | Holders |
| Q1 2025 | 22,339 | $147.2K | <0.1% | +483+2.2% | Added | Holders |
| Q4 2024 | 21,856 | $128.7K | <0.1% | −296−1.3% | Reduced | Holders |
| Q3 2024 | 22,152 | $141.6K | <0.1% | −6,307−22.2% | Reduced | Holders |
| Q2 2024 | 28,459 | $174.5K | <0.1% | +28,459 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −39,775−100.0% | Sold out | Holders |
| Q1 2023 | 39,775 | $171.0K | 0.1% | +16,479+70.7% | Added | Holders |
| Q4 2022 | 23,296 | $117.4K | 0.1% | – | No prior filing | Holders |