Skip to content
Disclosery

Beta Wealth Group, Inc.: DAL position timeline

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

Beta Wealth Group, Inc. held 7,311 DAL 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 7,311 shares
    Change vs previous 13F +401 shares

    0.26% of the 13F portfolio, value $684,786.

    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 6,910 shares
    Change vs previous 13F +402 shares

    0.19% of the 13F portfolio, value $459,390.

    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 6,508 shares
    Change vs previous 13F -199 shares

    0.18% of the 13F portfolio, value $451,704.

    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 6,707 shares
    Change vs previous 13F -1,807 shares

    0.15% of the 13F portfolio, value $380,645.

    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 8,514 shares
    Change vs previous 13F +103 shares

    0.15% of the 13F portfolio, value $418,694.

    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 8,411 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $366,719.

    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 8,408 shares
    Change vs previous 13F -100 shares

    0.23% of the 13F portfolio, value $508,708.

    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 8,508 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $432,121.

    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).