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Disclosery

Beta Wealth Group, Inc.: CGW position timeline

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

Beta Wealth Group, Inc. held 6,966 CGW 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 6,966 shares
    Change vs previous 13F +51 shares

    0.17% of the 13F portfolio, value $457,867.

    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 6,915 shares
    Change vs previous 13F +111 shares

    0.18% of the 13F portfolio, value $442,137.

    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 6,804 shares
    Change vs previous 13F +4 shares

    0.17% of the 13F portfolio, value $428,720.

    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 6,800 shares
    Change vs previous 13F -239 shares

    0.17% of the 13F portfolio, value $436,832.

    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 7,039 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $439,938.

    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).