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Beta Wealth Group, Inc.: JMUB position timeline

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

Beta Wealth Group, Inc. held 25,233 JMUB 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 25,233 shares
    Change vs previous 13F -2,389 shares

    0.48% of the 13F portfolio, value $1,278,190.

    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 27,622 shares
    Change vs previous 13F +419 shares

    0.57% of the 13F portfolio, value $1,380,836.

    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 27,203 shares
    Change vs previous 13F -2,640 shares

    0.55% of the 13F portfolio, value $1,373,731.

    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 29,843 shares
    Change vs previous 13F -75,729 shares

    0.59% of the 13F portfolio, value $1,506,180.

    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 105,572 shares
    Change vs previous 13F -98,378 shares

    1.92% of the 13F portfolio, value $5,240,614.

    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 203,950 shares
    Change vs previous 13F -8,401 shares

    3.66% of the 13F portfolio, value $10,197,483.

    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 212,351 shares
    Change vs previous 13F +2,171 shares

    4.71% of the 13F portfolio, value $10,649,381.

    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 210,180 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $10,775,931.

    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).