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Disclosery

Beta Wealth Group, Inc.: AMD position timeline

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

Beta Wealth Group, Inc. held 610 AMD 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 610 shares
    Change vs previous 13F -3,790 shares

    0.13% of the 13F portfolio, value $354,355.

    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 4,400 shares
    Change vs previous 13F +600 shares

    0.37% of the 13F portfolio, value $895,092.

    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 3,800 shares
    Change vs previous 13F -200 shares

    0.33% of the 13F portfolio, value $813,808.

    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 4,000 shares
    Change vs previous 13F -2,000 shares

    0.26% of the 13F portfolio, value $647,160.

    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 6,000 shares
    Change vs previous 13F -100 shares

    0.31% of the 13F portfolio, value $851,400.

    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 6,100 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $626,714.

    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 6,100 shares
    Change vs previous 13F +800 shares

    0.33% of the 13F portfolio, value $736,819.

    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 5,300 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $869,624.

    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).