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Beta Wealth Group, Inc.: LSVD position timeline

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

Beta Wealth Group, Inc. held 241,038 LSVD 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 241,038 shares
    Change vs previous 13F -20,485 shares

    3.12% of the 13F portfolio, value $8,326,364.

    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 261,523 shares
    Change vs previous 13F +90,029 shares

    3.17% of the 13F portfolio, value $7,661,265.

    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 171,494 shares
    Change vs previous 13F -8,694 shares

    2.05% of the 13F portfolio, value $5,103,345.

    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 180,188 shares
    Change vs previous 13F +3,746 shares

    2% of the 13F portfolio, value $5,071,950.

    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 176,442 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,530,554.

    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).