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Beta Wealth Group, Inc.: GOOG position timeline

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

Beta Wealth Group, Inc. held 11,176 GOOG 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 11,176 shares
    Change vs previous 13F +10 shares

    1.48% of the 13F portfolio, value $3,948,914.

    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 11,166 shares
    Change vs previous 13F -121 shares

    1.33% of the 13F portfolio, value $3,203,118.

    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 11,287 shares
    Change vs previous 13F -2,600 shares

    1.42% of the 13F portfolio, value $3,541,853.

    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 13,887 shares
    Change vs previous 13F -1,836 shares

    1.33% of the 13F portfolio, value $3,382,189.

    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 15,723 shares
    Change vs previous 13F -2,854 shares

    1.02% of the 13F portfolio, value $2,789,101.

    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 18,577 shares
    Change vs previous 13F +426 shares

    1.04% of the 13F portfolio, value $2,902,338.

    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 18,151 shares
    Change vs previous 13F -1,307 shares

    1.53% of the 13F portfolio, value $3,456,597.

    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 19,458 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,253,150.

    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).