Beverly Hills Private Wealth, LLC
- SEC CIK
- 0001965710
- Latest filing
- Aug 6, 2026
SF holding history
Stifel Financial 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.
SF overviewAll 13F holders of SFFull Q2 2026 holdings
- Shares (Q2 2026)
- 55,849
- Value
- $3.90M
- % of portfolio
- 0.7%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 55,849 | $3.90M | 0.7% | −5,525−9.0% | Reduced | Holders |
| Q1 2026 | 61,374 | $4.54M | 0.8% | +26,420+75.6% | Added | Holders |
| Q4 2025 | 34,954 | $4.38M | 0.7% | +866+2.5% | Added | Holders |
| Q3 2025 | 34,088 | $3.87M | 0.7% | −2,494−6.8% | Reduced | Holders |
| Q2 2025 | 36,582 | $3.80M | 0.7% | +1,899+5.5% | Added | Holders |
| Q1 2025 | 34,683 | $3.27M | 0.6% | +3,266+10.4% | Added | Holders |
| Q4 2024 | 31,417 | $3.33M | 0.7% | +1,385+4.6% | Added | Holders |
| Q3 2024 | 30,032 | $2.82M | 0.6% | +10,243+51.8% | Added | Holders |
| Q2 2024 | 19,789 | $1.67M | 0.4% | +7,596+62.3% | Added | Holders |
| Q1 2024 | 12,193 | $953.1K | 0.2% | +7,165+142.5% | Added | Holders |
| Q4 2023 | 5,028 | $347.7K | 0.1% | +5,028 | New | Holders |