Beverly Hills Private Wealth, LLC
Position in PBA — Pembina Pipeline Corp
CIK 1965710
BEVERLY HILLS, CA
Position in PBA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$301,995
+$77,213 QoQ
Shares Held
6,747
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $5,166,237 across 5 Oil & Gas Midstream names.
All Filings in PBA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $301,995 | 6,747 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $224,782 | 5,906 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $211,808 | 5,235 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $205,966 | 5,491 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $237,858 | 5,942 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $214,457 | 5,804 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $254,409 | 6,169 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $261,005 | 7,039 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $226,317 | 6,404 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $220,838 | 6,416 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $336,785 | 10,712 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||