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Beta Wealth Group, Inc.: FEMS position timeline

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

Beta Wealth Group, Inc. held 210,210 FEMS 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 210,210 shares
    Change vs previous 13F +15,490 shares

    3.6% of the 13F portfolio, value $9,598,697.

    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 194,720 shares
    Change vs previous 13F -5,836 shares

    3.67% of the 13F portfolio, value $8,869,888.

    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 200,556 shares
    Change vs previous 13F -1,178 shares

    3.39% of the 13F portfolio, value $8,442,590.

    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 201,734 shares
    Change vs previous 13F +8,381 shares

    3.52% of the 13F portfolio, value $8,912,525.

    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 193,353 shares
    Change vs previous 13F -42,156 shares

    2.88% of the 13F portfolio, value $7,852,075.

    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 235,509 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $8,753,860.

    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).