Skip to content
Disclosery

Beta Wealth Group, Inc.: CVS position timeline

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

Beta Wealth Group, Inc. held 6,125 CVS 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 6,125 shares
    Change vs previous 13F +297 shares

    0.24% of the 13F portfolio, value $633,638.

    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 5,828 shares
    Change vs previous 13F +203 shares

    0.17% of the 13F portfolio, value $418,601.

    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 5,625 shares
    Change vs previous 13F -1,498 shares

    0.18% of the 13F portfolio, value $446,444.

    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 7,123 shares
    Change vs previous 13F -31,192 shares

    0.21% of the 13F portfolio, value $536,986.

    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 38,315 shares
    Change vs previous 13F +487 shares

    0.97% of the 13F portfolio, value $2,642,996.

    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 37,828 shares
    Change vs previous 13F +30,407 shares

    0.92% of the 13F portfolio, value $2,562,847.

    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 7,421 shares
    Change vs previous 13F -39,542 shares

    0.15% of the 13F portfolio, value $333,109.

    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 46,963 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,953,019.

    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).