SEC 13F Intelligence

Beverly Hills Private Wealth, LLC / JAAA

Beverly Hills Private Wealth, LLC’s Janus Detroit Str Tr Position

Does Beverly Hills Private Wealth, LLC own Janus Detroit Str Tr (JAAA)? Yes — 129.5K shares worth $7M (+1.09% of its 13F portfolio) as of Q1 2026, up from 129.0K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
129.5K
% of Portfolio
+1.09%
Quarters Held
11
currently held

Position History JAAA

Reported value by quarter
Q3 ’23: $905,122Q3 ’23Q4 ’23: $3MQ1 ’24: $6MQ1 ’24Q2 ’24: $5MQ3 ’24: $7MQ3 ’24Q4 ’24: $6MQ1 ’25: $5MQ1 ’25Q2 ’25: $7MQ3 ’25: $6MQ3 ’25Q4 ’25: $7MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026129.5K$7M+1.09%
Q4 2025129.0K$7M+1.12%
Q3 2025119.5K$6M+1.07%
Q2 2025129.1K$7M+1.23%
Q1 202599.6K$5M+1.00%
Q4 2024119.1K$6M+1.22%
Q3 2024128.6K$7M+1.32%
Q2 2024107.7K$5M+1.19%
Q1 2024116.1K$6M+1.36%
Q4 202361.5K$3M+0.81%
Q3 202318.0K$905,122+0.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beverly Hills Private Wealth, LLC’s full portfolio or all institutional holders of JAAA.