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Beta Wealth Group, Inc.: PML position timeline

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

Beta Wealth Group, Inc. held 14,896 PML 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 14,896 shares
    Change vs previous 13F -5,902 shares

    0.04% of the 13F portfolio, value $113,359.

    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 20,798 shares
    Change vs previous 13F +316 shares

    0.07% of the 13F portfolio, value $157,441.

    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 20,482 shares
    Change vs previous 13F +176 shares

    0.06% of the 13F portfolio, value $154,434.

    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 20,306 shares
    Change vs previous 13F -10,853 shares

    0.06% of the 13F portfolio, value $160,620.

    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 31,159 shares
    Change vs previous 13F -32,128 shares

    0.09% of the 13F portfolio, value $232,137.

    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 63,287 shares
    Change vs previous 13F -3,530 shares

    0.18% of the 13F portfolio, value $512,628.

    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 66,817 shares
    Change vs previous 13F -8,981 shares

    0.24% of the 13F portfolio, value $540,546.

    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 75,798 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $711,744.

    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).