Skip to content
Disclosery

Beta Wealth Group, Inc.: AVDV position timeline

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

Beta Wealth Group, Inc. held 77,859 AVDV 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 77,859 shares
    Change vs previous 13F +5,508 shares

    3.01% of the 13F portfolio, value $8,023,383.

    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 72,351 shares
    Change vs previous 13F -9,048 shares

    2.99% of the 13F portfolio, value $7,225,004.

    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 81,399 shares
    Change vs previous 13F -3,986 shares

    3.08% of the 13F portfolio, value $7,649,020.

    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 85,385 shares
    Change vs previous 13F +3,106 shares

    3% of the 13F portfolio, value $7,601,789.

    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 82,279 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $6,523,112.

    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).