Beverly Hills Private Wealth, LLC ACI ALBERTSONS COS INC

Ownership history in Beverly Hills Private Wealth, LLC  ·  11 quarters on record

AI Ownership Summary

Beverly Hills Private Wealth, LLC reported ALBERTSONS COS INC (ACI) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.86% in 2025 Q1. The latest visible filing shows ACI at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beverly Hills Private Wealth, LLC's position in ALBERTSONS COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ACI was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beverly Hills Private Wealth, LLC held ACI — position size vs. price
% of Fund (quarterly)    ACI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 241,370 +3,691 +1.6% 0.69% $4.1M 2026-05-04 $16.29
2025 Q4 UNCHANGED 237,679 0% 0.74% $4.2M 2026-02-04 $17.58
2025 Q3 ADDED 237,679 +29,093 +13.9% 0.73% $4.2M 2025-11-10 $17.15
2025 Q2 ADDED 208,586 +11,706 +5.9% 0.84% $4.5M 2025-07-29 $19.15
2025 Q1 ADDED 196,880 +20,167 +11.4% 0.86% $4.3M 2025-04-30 $21.24
2024 Q4 ADDED 176,713 +16,475 +10.3% 0.70% $3.5M 2025-02-14 $20.00
2024 Q3 ADDED 160,238 +62,415 +63.8% 0.60% $3.0M 2024-11-12 $18.60
2024 Q2 ADDED 97,823 +37,455 +62.0% 0.42% $1.9M 2024-08-08 $18.52
2024 Q1 ADDED 60,368 +40,273 +200.4% 0.30% $1.3M 2024-05-09 $19.48
2023 Q4 ADDED 20,095 +11,201 +125.9% 0.12% $462K 2024-01-30 $20.27
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beverly Hills Private Wealth, LLC and ACI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beverly Hills Private Wealth, LLC reported owning ACI?

Beverly Hills Private Wealth, LLC reported ACI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ACI position in Beverly Hills Private Wealth, LLC's portfolio?

The largest reported portfolio weight for ACI was 0.86% in 2025 Q1.

What is the latest reported ACI position on this page?

The most recent filing on this page is 2026 Q1, when Beverly Hills Private Wealth, LLC reported 241,370 shares, equal to 0.69% of portfolio, with an estimated market value of $4.1M.

What does the chart on this ACI ownership page compare?

The chart compares Beverly Hills Private Wealth, LLC's quarterly ACI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beverly Hills Private Wealth, LLC time their ACI position?

Based on 13F filing dates vs. subsequent ACI price moves, Beverly Hills Private Wealth, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on ACI relative to SPY over the holding period was -25.4%.

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