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Disclosery

Beta Wealth Group, Inc.: SHYM position timeline

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

Beta Wealth Group, Inc. held 28,810 SHYM 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 28,810 shares
    Change vs previous 13F -2,444 shares

    0.24% of the 13F portfolio, value $646,782.

    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 31,254 shares
    Change vs previous 13F +358 shares

    0.28% of the 13F portfolio, value $688,223.

    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 30,896 shares
    Change vs previous 13F -5,766 shares

    0.28% of the 13F portfolio, value $686,516.

    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 36,662 shares
    Change vs previous 13F -74,942 shares

    0.32% of the 13F portfolio, value $819,029.

    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 111,604 shares
    Change vs previous 13F -67,835 shares

    0.91% of the 13F portfolio, value $2,489,875.

    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 179,439 shares
    Change vs previous 13F +92,458 shares

    1.46% of the 13F portfolio, value $4,067,889.

    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 86,981 shares
    Change vs previous 13F +3,872 shares

    0.87% of the 13F portfolio, value $1,970,989.

    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 83,109 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,926,471.

    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).