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Disclosery

Beta Wealth Group, Inc.: JPIB position timeline

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

Beta Wealth Group, Inc. held 37,998 JPIB 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 37,998 shares
    Change vs previous 13F -1,969 shares

    0.69% of the 13F portfolio, value $1,837,215.

    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 39,967 shares
    Change vs previous 13F -20,757 shares

    0.79% of the 13F portfolio, value $1,911,222.

    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 60,724 shares
    Change vs previous 13F -595 shares

    1.19% of the 13F portfolio, value $2,957,268.

    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 61,319 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $3,006,468.

    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).