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Disclosery

Beta Wealth Group, Inc.: IGF position timeline

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

Beta Wealth Group, Inc. held 84,547 IGF 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 84,547 shares
    Change vs previous 13F +7,328 shares

    2.11% of the 13F portfolio, value $5,630,825.

    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 77,219 shares
    Change vs previous 13F +1,742 shares

    2.14% of the 13F portfolio, value $5,173,653.

    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 75,477 shares
    Change vs previous 13F -3,357 shares

    1.86% of the 13F portfolio, value $4,631,267.

    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 78,834 shares
    Change vs previous 13F +4,419 shares

    1.9% of the 13F portfolio, value $4,818,318.

    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 74,415 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $4,405,377.

    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).