Skip to content
Disclosery

Beta Wealth Group, Inc.: USMV position timeline

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

Beta Wealth Group, Inc. held 12,026 USMV 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 12,026 shares
    Change vs previous 13F -173 shares

    0.44% of the 13F portfolio, value $1,160,021.

    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 12,199 shares
    Change vs previous 13F -105 shares

    0.47% of the 13F portfolio, value $1,131,293.

    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 12,304 shares
    Change vs previous 13F -285 shares

    0.47% of the 13F portfolio, value $1,158,508.

    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 12,589 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,197,697.

    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).