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Beta Wealth Group, Inc.: PYLD position timeline

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

Beta Wealth Group, Inc. held 691,099 PYLD 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 691,099 shares
    Change vs previous 13F +33,560 shares

    6.87% of the 13F portfolio, value $18,327,943.

    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 657,539 shares
    Change vs previous 13F +83,306 shares

    7.13% of the 13F portfolio, value $17,227,512.

    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 574,233 shares
    Change vs previous 13F -19,955 shares

    6.16% of the 13F portfolio, value $15,320,546.

    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 594,188 shares
    Change vs previous 13F -404,206 shares

    6.29% of the 13F portfolio, value $15,948,001.

    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 998,394 shares
    Change vs previous 13F -422,311 shares

    9.7% of the 13F portfolio, value $26,497,388.

    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 1,420,705 shares
    Change vs previous 13F +1,236,273 shares

    13.45% of the 13F portfolio, value $37,435,575.

    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 184,432 shares
    Change vs previous 13F +12,995 shares

    2.11% of the 13F portfolio, value $4,780,481.

    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 171,437 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $4,568,798.

    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).