Beverly Hills Private Wealth, LLC

Position in MA — Mastercard Inc

CIK 1965710 BEVERLY HILLS, CA

Position in MA

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

Position Value

$1,064,692

-$896,473 QoQ

Shares Held

2,073

-47.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,008

of 3,555 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $13,906,441 across 5 Credit Services names. MA ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	29,361	$10,073,464
2	PYPL	PayPal Holdings, Inc.	31,898	$1,377,354
3	AXP	American Express Co	3,495	$1,182,183
4	MA	Mastercard Inc This page	2,073	$1,064,692
5	FCFS	FirstCash Holdings, Inc.	965	$208,748

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,064,692	2,073	-47.2%	Shares	Sole	2026-08-07
2026-03-31	$1,961,165	3,925	-6.6%	Shares	Sole	2026-05-04
2025-12-31	$2,398,266	4,201	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$2,382,172	4,188	+0.9%	Shares	Sole	2025-11-10
2025-06-30	$2,331,485	4,149	-1.0%	Shares	Sole	2025-07-29
2025-03-31	$2,296,070	4,189	-0.9%	Shares	Sole	2025-04-30
2024-12-31	$2,226,861	4,229	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$2,105,066	4,263	-9.7%	Shares	Sole	2024-11-12
2024-06-30	$2,082,271	4,720	-5.2%	Shares	Sole	2024-08-08
2024-03-31	$2,396,770	4,977	-7.6%	Shares	Sole	2024-05-09
2023-12-31	$2,298,458	5,389	-4.0%	Shares	Sole	2024-01-30
2023-09-30	$2,221,844	5,612	-50.2%	Shares	Sole	2023-11-08
2023-06-30	$4,427,771	11,258	+103.5%	Shares	Sole	2023-08-10
2023-03-31	$2,010,384	5,532	+23.3%	Shares	Sole	2023-05-04
2022-12-31	$1,559,569	4,485	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.