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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

AOS holding history

Smith A O Corp 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.

AOS overviewAll 13F holders of AOSFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2022
Holdings of AOS by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4,711−100.0%Sold outHolders
Q1 20264,711$310.6K0.1%−267−5.4%ReducedHolders
Q4 20254,978$332.9K0.1%−169−3.3%ReducedHolders
Q3 20255,147$377.8K0.1%−165−3.1%ReducedHolders
Q2 20255,312$348.3K0.1%−535−9.1%ReducedHolders
Q1 20255,847$382.2K0.1%+176+3.1%AddedHolders
Q4 20245,671$386.8K0.1%−885−13.5%ReducedHolders
Q3 20246,556$588.9K0.1%−1,238−15.9%ReducedHolders
Q2 20247,794$637.4K0.1%−527−6.3%ReducedHolders
Q1 20248,321$744.4K0.2%−636−7.1%ReducedHolders
Q4 20238,957$738.4K0.2%−759−7.8%ReducedHolders
Q3 20239,716$642.5K0.2%−9,847−50.3%ReducedHolders
Q2 202319,563$1.42M0.2%+9,985+104.2%AddedHolders
Q1 20239,578$662.3K0.2%+1,764+22.6%AddedHolders
Q4 20227,814$447.3K0.2%–No prior filingHolders