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Disclosery

Beta Wealth Group, Inc.: PTY position timeline

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

Beta Wealth Group, Inc. held 174,777 PTY 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 174,777 shares
    Change vs previous 13F -1,944 shares

    0.79% of the 13F portfolio, value $2,102,566.

    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 176,721 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,131,255.

    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).