Beverly Hills Private Wealth, LLC
Holdings in OPY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-09-30 | $1,436,292 | 19,433 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,383,668 | 21,038 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $1,731,058 | 29,030 | Shares | Defined | 2025-04-30 |
| 2024-12-31 | $1,747,798 | 27,271 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,350,879 | 26,405 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $951,012 | 19,850 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $509,218 | 12,756 | Shares | Defined | 2024-05-09 |
| 2023-12-31 | $206,310 | 4,993 | Shares | Defined | 2024-01-30 |