Beta Wealth Group, Inc.: QCOM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beta Wealth Group, Inc. on QCOM, newest first. How the timeline and the estimate are built.
Beta Wealth Group, Inc. held 9,178 QCOM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 9,178 sharesChange vs previous 13F +301 shares
0.64% of the 13F portfolio, value $1,696,027.
13F-HR 0001594417-26-000003 filed by Beta Wealth Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,877 sharesChange vs previous 13F +178 shares
0.47% of the 13F portfolio, value $1,143,185.
13F-HR 0001594417-26-000002 filed by Beta Wealth Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,699 sharesChange vs previous 13F -1,034 shares
0.6% of the 13F portfolio, value $1,487,977.
13F-HR 0001594417-26-000001 filed by Beta Wealth Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,733 sharesChange vs previous 13F +598 shares
0.64% of the 13F portfolio, value $1,619,244.
13F-HR 0001594417-25-000007 filed by Beta Wealth Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,135 sharesChange vs previous 13F -54 shares
0.53% of the 13F portfolio, value $1,454,943.
13F-HR 0001594417-25-000005 filed by Beta Wealth Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,189 sharesChange vs previous 13F -690 shares
0.51% of the 13F portfolio, value $1,411,669.
13F-HR 0001594417-25-000003 filed by Beta Wealth Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,879 sharesChange vs previous 13F +601 shares
0.67% of the 13F portfolio, value $1,517,621.
13F-HR 0001594417-25-000001 filed by Beta Wealth Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,278 sharesChange vs previous 13F not available
0.71% of the 13F portfolio, value $1,577,677.
13F-HR 0001594417-24-000005 filed by Beta Wealth Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).