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Disclosery

Beta Wealth Group, Inc.: DEXC position timeline

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

Beta Wealth Group, Inc. held 97,439 DEXC 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 97,439 shares
    Change vs previous 13F -5,400 shares

    3.02% of the 13F portfolio, value $8,049,578.

    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 102,839 shares
    Change vs previous 13F -5,308 shares

    2.76% of the 13F portfolio, value $6,670,136.

    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 108,147 shares
    Change vs previous 13F -4,670 shares

    2.63% of the 13F portfolio, value $6,545,064.

    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 112,817 shares
    Change vs previous 13F +12,375 shares

    2.52% of the 13F portfolio, value $6,380,953.

    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 100,442 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $5,480,984.

    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).