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Beta Wealth Group, Inc.: PRIV position timeline

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

Beta Wealth Group, Inc. held 35,373 PRIV 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 35,373 shares
    Change vs previous 13F -3,675 shares

    0.33% of the 13F portfolio, value $890,523.

    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 39,048 shares
    Change vs previous 13F +19,228 shares

    0.41% of the 13F portfolio, value $985,024.

    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 19,820 shares
    Change vs previous 13F -1,473 shares

    0.2% of the 13F portfolio, value $503,720.

    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 21,293 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $543,181.

    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).