Beverly Hills Private Wealth, LLC
- SEC CIK
- 0001965710
- Latest filing
- Aug 6, 2026
KIM.PN holding history
Kimco Realty 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.
KIM.PN overviewAll 13F holders of KIM.PNFull Q2 2026 holdings
- Shares (Q2 2026)
- 28,089
- Value
- $1.75M
- % of portfolio
- 0.3%
- Quarters held
- 8
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 28,089 | $1.75M | 0.3% | +1,969+7.5% | Added | Holders |
| Q1 2026 | 26,120 | $1.56M | 0.3% | +2,089+8.7% | Added | Holders |
| Q4 2025 | 24,031 | $1.41M | 0.2% | +11,170+86.9% | Added | Holders |
| Q3 2025 | 12,861 | $765.6K | 0.1% | +3,983+44.9% | Added | Holders |
| Q2 2025 | 8,878 | $537.5K | 0.1% | +8,878 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −27,040−100.0% | Sold out | Holders |
| Q3 2024 | 27,040 | $1.66M | 0.3% | +6,950+34.6% | Added | Holders |
| Q2 2024 | 20,090 | $1.10M | 0.2% | +4,264+26.9% | Added | Holders |
| Q1 2024 | 15,826 | $892.0K | 0.2% | +15,826 | New | Holders |