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Disclosery

Beta Wealth Group, Inc.: AVUV position timeline

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

Beta Wealth Group, Inc. held 94,529 AVUV 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 94,529 shares
    Change vs previous 13F -1,835 shares

    4.42% of the 13F portfolio, value $11,793,379.

    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 96,364 shares
    Change vs previous 13F -2,308 shares

    4.4% of the 13F portfolio, value $10,645,309.

    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 98,672 shares
    Change vs previous 13F -3,486 shares

    4.05% of the 13F portfolio, value $10,062,539.

    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 102,158 shares
    Change vs previous 13F +2,600 shares

    4.01% of the 13F portfolio, value $10,167,743.

    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 99,558 shares
    Change vs previous 13F +46,390 shares

    3.32% of the 13F portfolio, value $9,069,692.

    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 53,168 shares
    Change vs previous 13F +53,168 shares

    1.66% of the 13F portfolio, value $4,634,680.

    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 0 shares
    Change vs previous 13F -8,992 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 8,992 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $862,782.

    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).