Beverly Hills Private Wealth, LLC
Position in PHG — Koninklijke Philips NV
CIK 1965710
BEVERLY HILLS, CA
Position in PHG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,711,777
+$283,812 QoQ
Shares Held
98,970
+10.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHG Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Beverly Hills Private Wealth, LLC holds $4,899,546 across 5 Medical Devices names. PHG ranks #1 (55.3% of the industry book) .
All Filings in PHG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,711,777 | 98,970 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,427,965 | 89,659 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,361,669 | 86,635 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,007,988 | 83,736 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,010,714 | 79,162 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,836,635 | 72,537 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,191,749 | 66,985 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,109,303 | 44,020 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $541,360 | 27,068 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $230,220 | 9,868 | Shares | Defined | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||