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Disclosery

Beta Wealth Group, Inc.: C position timeline

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

Beta Wealth Group, Inc. held 7,039 C 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 7,039 shares
    Change vs previous 13F +517 shares

    0.37% of the 13F portfolio, value $985,269.

    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 6,522 shares
    Change vs previous 13F +302 shares

    0.31% of the 13F portfolio, value $739,671.

    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 6,220 shares
    Change vs previous 13F -198 shares

    0.29% of the 13F portfolio, value $725,862.

    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 6,418 shares
    Change vs previous 13F +191 shares

    0.26% of the 13F portfolio, value $651,481.

    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 6,227 shares
    Change vs previous 13F -1,095 shares

    0.19% of the 13F portfolio, value $530,066.

    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 7,322 shares
    Change vs previous 13F -1,401 shares

    0.19% of the 13F portfolio, value $519,773.

    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 8,723 shares
    Change vs previous 13F +102 shares

    0.27% of the 13F portfolio, value $614,026.

    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 8,621 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $539,674.

    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).