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Beta Wealth Group, Inc.: PDI position timeline

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

Beta Wealth Group, Inc. held 224,187 PDI 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 224,187 shares
    Change vs previous 13F -3,266 shares

    1.4% of the 13F portfolio, value $3,743,916.

    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 227,453 shares
    Change vs previous 13F -1,909 shares

    1.61% of the 13F portfolio, value $3,891,715.

    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 229,362 shares
    Change vs previous 13F -97,252 shares

    1.63% of the 13F portfolio, value $4,062,008.

    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 326,614 shares
    Change vs previous 13F -20,300 shares

    2.55% of the 13F portfolio, value $6,466,966.

    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 346,914 shares
    Change vs previous 13F +58,832 shares

    2.41% of the 13F portfolio, value $6,580,960.

    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 288,082 shares
    Change vs previous 13F +80,748 shares

    2.05% of the 13F portfolio, value $5,704,016.

    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 207,334 shares
    Change vs previous 13F +1,694 shares

    1.68% of the 13F portfolio, value $3,802,502.

    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 205,640 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $4,168,326.

    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).