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Disclosery

Beta Wealth Group, Inc.: BX position timeline

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

Beta Wealth Group, Inc. held 5,679 BX 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 5,679 shares
    Change vs previous 13F -2,228 shares

    0.25% of the 13F portfolio, value $668,207.

    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 7,907 shares
    Change vs previous 13F -299 shares

    0.38% of the 13F portfolio, value $909,245.

    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 8,206 shares
    Change vs previous 13F -580 shares

    0.51% of the 13F portfolio, value $1,264,861.

    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 8,786 shares
    Change vs previous 13F -26,044 shares

    0.59% of the 13F portfolio, value $1,501,166.

    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 34,830 shares
    Change vs previous 13F -7,573 shares

    1.91% of the 13F portfolio, value $5,209,878.

    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 42,403 shares
    Change vs previous 13F +1,255 shares

    2.13% of the 13F portfolio, value $5,927,104.

    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 41,148 shares
    Change vs previous 13F -2,889 shares

    3.14% of the 13F portfolio, value $7,094,652.

    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 44,037 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $6,743,448.

    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).