Skip to content
Disclosery

Beta Wealth Group, Inc.: LQD position timeline

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

Beta Wealth Group, Inc. held 96,700 LQD 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 96,700 shares
    Change vs previous 13F +254 shares

    3.96% of the 13F portfolio, value $10,547,097.

    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 96,446 shares
    Change vs previous 13F +8,111 shares

    4.35% of the 13F portfolio, value $10,511,613.

    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 88,335 shares
    Change vs previous 13F -2,206 shares

    3.91% of the 13F portfolio, value $9,733,621.

    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 90,541 shares
    Change vs previous 13F +16,079 shares

    3.98% of the 13F portfolio, value $10,092,556.

    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 74,462 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $8,161,755.

    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).