Beverly Hills Private Wealth, LLC
Position in CDP — Copt Defense Properties
CIK 1965710
BEVERLY HILLS, CA
Position in CDP
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$209,028
+$7,784 QoQ
Shares Held
6,831
-5.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
All Filings in CDP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,028 | 6,831 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $201,244 | 7,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $216,409 | 7,447 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $211,317 | 7,662 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $227,076 | 8,327 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $249,982 | 8,077 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $273,879 | 9,030 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $277,807 | 11,099 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $289,217 | 11,966 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $312,890 | 12,208 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $338,767 | 14,216 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $674,951 | 28,419 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $329,426 | 13,894 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $296,312 | 11,423 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||