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Disclosery

Beta Wealth Group, Inc.: SPVM position timeline

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

Beta Wealth Group, Inc. held 173,484 SPVM 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 173,484 shares
    Change vs previous 13F +1,360 shares

    4.84% of the 13F portfolio, value $12,909,671.

    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 172,124 shares
    Change vs previous 13F -2,550 shares

    4.91% of the 13F portfolio, value $11,859,353.

    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 174,674 shares
    Change vs previous 13F -3,285 shares

    4.76% of the 13F portfolio, value $11,840,527.

    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 177,959 shares
    Change vs previous 13F +180 shares

    4.62% of the 13F portfolio, value $11,701,329.

    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 177,779 shares
    Change vs previous 13F +36,823 shares

    3.89% of the 13F portfolio, value $10,627,863.

    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 140,956 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $8,086,657.

    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).