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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

BMA holding history

Macro Bank Inc. 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.

BMA overviewAll 13F holders of BMAFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2024
Holdings of BMA by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−4,070−100.0%Sold outHolders
Q2 20254,070$285.8K0.1%−190−4.5%ReducedHolders
Q1 20254,260$321.7K0.1%00.0%UnchangedHolders
Q4 20244,260$412.2K0.1%−357−7.7%ReducedHolders
Q3 20244,617$293.2K0.1%−888−16.1%ReducedHolders
Q2 20245,505$315.6K0.1%+323+6.2%AddedHolders
Q1 20245,182$249.7K0.1%+5,182NewHolders