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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

COLB holding history

Columbia Banking System, 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.

COLB overviewAll 13F holders of COLBFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2022
Holdings of COLB by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−10,141−100.0%Sold outHolders
Q1 202410,141$196.2K<0.1%+10,141NewHolders
Q4 20230$00.0%−13,494−100.0%Sold outHolders
Q3 202313,494$273.9K0.1%−16,216−54.6%ReducedHolders
Q2 202329,710$662.2K0.1%+14,939+101.1%AddedHolders
Q1 202314,771$316.4K0.1%+4,661+46.1%AddedHolders
Q4 202210,110$304.6K0.1%–No prior filingHolders