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Disclosery

Beta Wealth Group, Inc.: IWM position timeline

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

Beta Wealth Group, Inc. held 2,954 IWM 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 2,954 shares
    Change vs previous 13F -44 shares

    0.33% of the 13F portfolio, value $887,647.

    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 2,998 shares
    Change vs previous 13F +419 shares

    0.31% of the 13F portfolio, value $743,499.

    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 2,579 shares
    Change vs previous 13F -104 shares

    0.26% of the 13F portfolio, value $634,896.

    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 2,683 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $649,145.

    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).