Beverly Hills Private Wealth, LLC
Position in FTAI — FTAI Aviation Ltd.
CIK 1965710
BEVERLY HILLS, CA
Position in FTAI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,209,539
+$114,144 QoQ
Shares Held
4,471
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#328
of 674 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTAI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $5,135,761 across 8 Aerospace & Defense names. FTAI ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMBJ |
Embraer S.A.
|
21,174 | $1,350,900 | |
| 2 | FTAI |
FTAI Aviation Ltd.
This page
|
4,471 | $1,209,539 | |
| 3 | RTX |
RTX Corp
|
3,200 | $607,135 | |
| 4 | GE |
General Electric Co
|
1,547 | $578,160 | |
| 5 | WWD |
Woodward, Inc.
|
1,019 | $433,522 | |
| 6 | MOG-A |
Moog Inc.
|
960 | $406,886 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,272 | $281,213 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
527 | $268,406 |
All Filings in FTAI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,209,539 | 4,471 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,095,395 | 4,471 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $993,501 | 5,047 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $877,016 | 5,256 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $639,162 | 5,556 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $616,882 | 5,556 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,900,031 | 13,191 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,874,155 | 14,102 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,577,756 | 24,971 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,004,261 | 29,781 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,886,206 | 40,651 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,566,084 | 44,053 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,387,277 | 43,818 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,221,740 | 43,696 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $590,571 | 34,496 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||