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Beta Wealth Group, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beta Wealth Group, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Beta Wealth Group, Inc. held 13,716 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,716 shares
    Change vs previous 13F +1,245 shares

    1.49% of the 13F portfolio, value $3,968,862.

    13F-HR 0001594417-26-000003 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,471 shares
    Change vs previous 13F -6,716 shares

    1.31% of the 13F portfolio, value $3,164,982.

    13F-HR 0001594417-26-000002 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,187 shares
    Change vs previous 13F -1,700 shares

    2.1% of the 13F portfolio, value $5,216,245.

    13F-HR 0001594417-26-000001 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,887 shares
    Change vs previous 13F -989 shares

    2.1% of the 13F portfolio, value $5,318,372.

    13F-HR 0001594417-25-000007 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,876 shares
    Change vs previous 13F +2,374 shares

    1.64% of the 13F portfolio, value $4,488,196.

    13F-HR 0001594417-25-000005 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,502 shares
    Change vs previous 13F -670 shares

    1.56% of the 13F portfolio, value $4,331,906.

    13F-HR 0001594417-25-000003 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,172 shares
    Change vs previous 13F -582 shares

    2.23% of the 13F portfolio, value $5,051,541.

    13F-HR 0001594417-25-000001 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,754 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,835,592.

    13F-HR 0001594417-24-000005 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).