Beverly Hills Private Wealth, LLC
Position in EDV — VANGUARD EXTENDED DURATION TREASURY INDEX FUND
CIK 1965710
BEVERLY HILLS, CA
All Filings in EDV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,171,777 | 79,468 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $4,324,176 | 66,577 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,528,417 | 54,275 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,599,168 | 52,581 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,151,793 | 46,832 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,789,289 | 39,225 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,639,230 | 24,206 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||