Beverly Hills Private Wealth, LLC
Position in NBXG — Neuberger Next Generation Connectivity Fund Inc.
CIK 1965710
BEVERLY HILLS, CA
Position in NBXG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,972,527
+$437,677 QoQ
Shares Held
119,258
0.0% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#27
of 102 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NBXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $28,018,338 across 17 Asset Management names. NBXG ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
253,307 | $5,762,734 | |
| 2 | DTF |
Dtf Tax-Free Income 2028 Term Fund Inc
|
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.
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|
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 |
All Filings in NBXG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,972,527 | 119,258 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,534,850 | 119,258 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,686,837 | 116,817 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,805,658 | 117,403 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,714,083 | 117,403 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,439,779 | 117,533 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,394,800 | 109,482 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,476,168 | 115,056 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,774,440 | 137,447 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,703,620 | 144,989 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $884,051 | 80,883 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,601,658 | 153,710 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,662,258 | 152,361 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,512,427 | 145,286 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,230,198 | 135,261 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||