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Beta Wealth Group, Inc.: EMR position timeline

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

Beta Wealth Group, Inc. held 5,009 EMR 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 5,009 shares
    Change vs previous 13F +401 shares

    0.27% of the 13F portfolio, value $717,136.

    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 4,608 shares
    Change vs previous 13F -500 shares

    0.25% of the 13F portfolio, value $603,802.

    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 5,108 shares
    Change vs previous 13F +501 shares

    0.03% of the 13F portfolio, value $67,792.

    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 4,607 shares
    Change vs previous 13F +596 shares

    0.24% of the 13F portfolio, value $604,370.

    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 4,011 shares
    Change vs previous 13F -999 shares

    0.2% of the 13F portfolio, value $534,831.

    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 5,010 shares
    Change vs previous 13F +402 shares

    0.2% of the 13F portfolio, value $549,303.

    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 4,608 shares
    Change vs previous 13F -601 shares

    0.25% of the 13F portfolio, value $571,041.

    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 5,209 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $569,708.

    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).