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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

ARES holding history

Ares Management 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.

ARES overviewAll 13F holders of ARESFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2025
Holdings of ARES by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−6,435−100.0%Sold outHolders
Q1 20266,435$702.1K0.1%+5,135+395.0%AddedHolders
Q4 20251,300$210.1K<0.1%−4,001−75.5%ReducedHolders
Q3 20255,301$847.5K0.1%−174−3.2%ReducedHolders
Q2 20255,475$948.3K0.2%+2,059+60.3%AddedHolders
Q1 20253,416$500.8K0.1%+3,416NewHolders