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Disclosery

Beta Wealth Group, Inc.: CGMM position timeline

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

Beta Wealth Group, Inc. held 58,683 CGMM 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 58,683 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,934,770.

    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 58,683 shares
    Change vs previous 13F -1,681 shares

    0.71% of the 13F portfolio, value $1,722,925.

    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 60,364 shares
    Change vs previous 13F -401 shares

    0.7% of the 13F portfolio, value $1,740,890.

    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 60,765 shares
    Change vs previous 13F -207,059 shares

    0.68% of the 13F portfolio, value $1,725,112.

    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 267,824 shares
    Change vs previous 13F -2,946 shares

    2.64% of the 13F portfolio, value $7,199,109.

    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 270,770 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $6,468,695.

    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).