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Beta Wealth Group, Inc.: GPIQ position timeline

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

Beta Wealth Group, Inc. held 32,893 GPIQ 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 32,893 shares
    Change vs previous 13F -7,102 shares

    0.73% of the 13F portfolio, value $1,950,866.

    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 39,995 shares
    Change vs previous 13F -2,354 shares

    0.82% of the 13F portfolio, value $1,979,343.

    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 42,349 shares
    Change vs previous 13F +3,190 shares

    0.9% of the 13F portfolio, value $2,239,015.

    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 39,159 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,054,285.

    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).