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Beta Wealth Group, Inc.: EAGG position timeline

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

Beta Wealth Group, Inc. held 48,289 EAGG 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 48,289 shares
    Change vs previous 13F +195 shares

    0.86% of the 13F portfolio, value $2,289,360.

    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 48,094 shares
    Change vs previous 13F +4,173 shares

    0.95% of the 13F portfolio, value $2,286,881.

    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 43,921 shares
    Change vs previous 13F +117 shares

    0.85% of the 13F portfolio, value $2,101,636.

    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 43,804 shares
    Change vs previous 13F -917 shares

    0.83% of the 13F portfolio, value $2,103,910.

    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 44,721 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,126,046.

    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).