Position in AVTR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$110,959
-$63,872 QoQ
Shares Held
14,153
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $3,352,867 across 1 Medical Instruments & Supplies name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
22,156 | $3,352,867 |
All Filings in AVTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,959 | 14,153 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $174,831 | 14,009 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $196,366 | 14,589 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||