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Beta Wealth Group, Inc.: QLTI position timeline

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

Beta Wealth Group, Inc. held 691,497 QLTI 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 691,497 shares
    Change vs previous 13F +20,868 shares

    7.01% of the 13F portfolio, value $18,692,467.

    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 670,629 shares
    Change vs previous 13F -433 shares

    6.93% of the 13F portfolio, value $16,748,299.

    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 671,062 shares
    Change vs previous 13F -26,875 shares

    7.18% of the 13F portfolio, value $17,850,241.

    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 697,937 shares
    Change vs previous 13F +25,342 shares

    7.04% of the 13F portfolio, value $17,832,292.

    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 672,595 shares
    Change vs previous 13F +242,803 shares

    6.34% of the 13F portfolio, value $17,299,143.

    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 429,792 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $10,125,900.

    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).