Beverly Hills Private Wealth, LLC
- SEC CIK
- 0001965710
- Latest filing
- Aug 6, 2026
WTFC holding history
Wintrust 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.
WTFC overviewAll 13F holders of WTFCFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,917−100.0% | Sold out | Holders |
| Q1 2026 | 1,917 | $266.3K | <0.1% | −76−3.8% | Reduced | Holders |
| Q4 2025 | 1,993 | $278.7K | <0.1% | −37−1.8% | Reduced | Holders |
| Q3 2025 | 2,030 | $268.9K | <0.1% | −72−3.4% | Reduced | Holders |
| Q2 2025 | 2,102 | $260.6K | <0.1% | −188−8.2% | Reduced | Holders |
| Q1 2025 | 2,290 | $257.5K | 0.1% | +223+10.8% | Added | Holders |
| Q4 2024 | 2,067 | $257.8K | 0.1% | +2,067 | New | Holders |