Beverly Hills Private Wealth, LLC WOOF — PETCO HEALTH & WELLNESS CO I

Ownership history in Beverly Hills Private Wealth, LLC  ·  7 quarters on record

AI Ownership Summary

Beverly Hills Private Wealth, LLC reported PETCO HEALTH & WELLNESS CO I (WOOF) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows WOOF at 0.00% 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.

What this WOOF 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 PETCO HEALTH & WELLNESS CO I, 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

WOOF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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.

WOOF stock page Beverly Hills Private Wealth, LLC fund profile Beverly Hills Private Wealth, LLC full holdings
How Beverly Hills Private Wealth, LLC held WOOF — position size vs. price
% of Fund (quarterly)    WOOF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 10,200 — 0% 0.00% $28K 2026-05-04 $2.78
2025 Q4 UNCHANGED — — — 10,200 — 0% 0.01% $39K 2026-02-04 $2.61
2025 Q3 REDUCED 64.1% -25.8% ✅ 10,200 -18,200 -64.1% 0.01% $39K 2025-11-10 $3.14
2025 Q2 UNCHANGED — — — 28,400 — 0% 0.02% $80K 2025-07-29 $3.22
2025 Q1 UNCHANGED — — — 28,400 — 0% 0.02% $87K 2025-04-30 $2.95
2024 Q4 ADDED — — — 28,400 +1,200 +4.4% 0.02% $108K 2025-02-14 $2.95
2024 Q3 INITIATED — — — 27,200 — — 0.03% $124K 2024-11-12 $4.37

🏢 Other funds also holding WOOF

As of 2026 Q1 — sorted by position size

Hillsdale Investment Management Inc. 3Y 7Y 0.11% POINCIANA ADVISORS GROUP, LLC 0.04% Corecam Pte. Ltd. 0.04% R Squared Ltd 0.02% Bleakley Financial Group, LLC 3Y 0.01% Relyea Zuckerberg Hanson LLC 3Y 0.01% Brookwood Investment Group LLC 0.0% Nuveen, LLC 0.0% NORDEN GROUP LLC 0.0% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0%

FAQ About Beverly Hills Private Wealth, LLC and WOOF

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 WOOF?

Beverly Hills Private Wealth, LLC reported WOOF across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for WOOF was 0.03% in 2024 Q3.

What is the latest reported WOOF position on this page?

The most recent filing on this page is 2026 Q1, when Beverly Hills Private Wealth, LLC reported 10,200 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this WOOF ownership page compare?

The chart compares Beverly Hills Private Wealth, LLC's quarterly WOOF 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 WOOF position?

Based on 13F filing dates vs. subsequent WOOF price moves, Beverly Hills Private Wealth, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on WOOF relative to SPY over the holding period was -36.0%.

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