Beverly Hills Private Wealth, LLC

Position in DTF — Dtf Tax-Free Income 2028 Term Fund Inc

CIK 1965710 BEVERLY HILLS, CA

Position in DTF

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,879,886

+$28,771 QoQ

Shares Held

335,921

-0.1% QoQ

Ownership

4.78%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

of 31 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $28,018,338 across 17 Asset Management names. DTF ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTT	BlackRock Municipal 2030 Target Term Trust	253,307	$5,762,734
2	DTF	Dtf Tax-Free Income 2028 Term Fund Inc This page	335,921	$3,879,886
3	MUC	Blackrock Muniholdings California Quality Fund, Inc.	254,357	$2,795,383
4	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	190,812	$2,638,929
5	NBXG	Neuberger Next Generation Connectivity Fund Inc.	119,258	$1,972,527
6	BLK	BlackRock, Inc.	1,817	$1,747,154
7	BEN	Franklin Resources Inc	50,383	$1,676,241
8	AMP	Ameriprise Financial Inc	3,524	$1,616,669

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,879,886	335,921	-0.1%	Shares	Other	2026-08-07
2026-03-31	$3,851,115	336,342	+0.4%	Shares	Sole	2026-05-04
2025-12-31	$3,824,843	334,925	+8.5%	Shares	Sole	2026-02-17
2025-09-30	$3,527,274	308,598	-1.4%	Shares	Defined	2025-11-10
2025-06-30	$3,502,951	313,043	+2.3%	Shares	Defined	2025-07-29
2025-03-31	$3,431,245	306,088	+23.0%	Shares	Defined	2025-04-30
2024-12-31	$2,793,185	248,947	+146.6%	Shares	Defined	2025-02-14
2024-09-30	$1,137,514	100,933	+72.5%	Shares	Sole	2024-11-12
2024-06-30	$641,181	58,502	+105.2%	Shares	Sole	2024-08-08
2024-03-31	$306,504	28,512	—	Shares	Sole	2024-05-09
No filing history on record for this holder in this stock.