Skip to content
Disclosery

Beta Wealth Group, Inc.: CGDV position timeline

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

Beta Wealth Group, Inc. held 50,721 CGDV 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 50,721 shares
    Change vs previous 13F -464 shares

    0.94% of the 13F portfolio, value $2,499,534.

    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 51,185 shares
    Change vs previous 13F -4,919 shares

    0.9% of the 13F portfolio, value $2,177,415.

    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 56,104 shares
    Change vs previous 13F -1,037 shares

    0.98% of the 13F portfolio, value $2,448,384.

    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 57,141 shares
    Change vs previous 13F -168,131 shares

    0.95% of the 13F portfolio, value $2,401,628.

    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 225,272 shares
    Change vs previous 13F +586 shares

    3.26% of the 13F portfolio, value $8,895,976.

    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 224,686 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $8,007,809.

    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).