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Disclosery

Beta Wealth Group, Inc.: SPY position timeline

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

Beta Wealth Group, Inc. held 8,808 SPY 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 8,808 shares
    Change vs previous 13F -22 shares

    2.47% of the 13F portfolio, value $6,577,449.

    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 8,830 shares
    Change vs previous 13F -1,023 shares

    2.38% of the 13F portfolio, value $5,742,311.

    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 9,853 shares
    Change vs previous 13F -121 shares

    2.7% of the 13F portfolio, value $6,718,788.

    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 9,974 shares
    Change vs previous 13F +4,877 shares

    2.62% of the 13F portfolio, value $6,644,540.

    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 5,097 shares
    Change vs previous 13F +2,428 shares

    1.15% of the 13F portfolio, value $3,149,072.

    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 2,669 shares
    Change vs previous 13F -235 shares

    0.54% of the 13F portfolio, value $1,493,268.

    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 2,904 shares
    Change vs previous 13F -55 shares

    0.75% of the 13F portfolio, value $1,701,687.

    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 2,959 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,698,027.

    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).