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Disclosery

Beta Wealth Group, Inc.: NVDA position timeline

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

Beta Wealth Group, Inc. held 8,657 NVDA 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 8,657 shares
    Change vs previous 13F -700 shares

    0.65% of the 13F portfolio, value $1,732,307.

    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 9,357 shares
    Change vs previous 13F +173 shares

    0.68% of the 13F portfolio, value $1,631,905.

    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 9,184 shares
    Change vs previous 13F -13 shares

    0.69% of the 13F portfolio, value $1,712,863.

    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 9,197 shares
    Change vs previous 13F -1,797 shares

    0.68% of the 13F portfolio, value $1,716,013.

    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 10,994 shares
    Change vs previous 13F -1,490 shares

    0.64% of the 13F portfolio, value $1,736,980.

    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 12,484 shares
    Change vs previous 13F -8,287 shares

    0.49% of the 13F portfolio, value $1,353,065.

    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 20,771 shares
    Change vs previous 13F -690 shares

    1.23% of the 13F portfolio, value $2,789,408.

    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 21,461 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,606,270.

    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).