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Disclosery

Beta Wealth Group, Inc.: GSY position timeline

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

Beta Wealth Group, Inc. held 23,014 GSY 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 23,014 shares
    Change vs previous 13F +7,559 shares

    0.43% of the 13F portfolio, value $1,154,159.

    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 15,455 shares
    Change vs previous 13F +8,515 shares

    0.32% of the 13F portfolio, value $774,617.

    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 6,940 shares
    Change vs previous 13F -2,942 shares

    0.14% of the 13F portfolio, value $348,728.

    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 9,882 shares
    Change vs previous 13F +3,364 shares

    0.2% of the 13F portfolio, value $496,407.

    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 6,518 shares
    Change vs previous 13F +2,438 shares

    0.12% of the 13F portfolio, value $326,819.

    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 4,080 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $204,504.

    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).