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Beta Wealth Group, Inc.: VYMI position timeline

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

Beta Wealth Group, Inc. held 78,018 VYMI 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 78,018 shares
    Change vs previous 13F -1,814 shares

    2.87% of the 13F portfolio, value $7,661,375.

    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 79,832 shares
    Change vs previous 13F -1,115 shares

    3.11% of the 13F portfolio, value $7,523,382.

    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 80,947 shares
    Change vs previous 13F +2,513 shares

    2.93% of the 13F portfolio, value $7,285,275.

    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 78,434 shares
    Change vs previous 13F +29,872 shares

    2.62% of the 13F portfolio, value $6,641,800.

    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 48,562 shares
    Change vs previous 13F -1,348 shares

    1.42% of the 13F portfolio, value $3,890,318.

    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 49,910 shares
    Change vs previous 13F +12,106 shares

    1.32% of the 13F portfolio, value $3,677,860.

    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 37,804 shares
    Change vs previous 13F +325 shares

    1.14% of the 13F portfolio, value $2,566,128.

    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 37,479 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,751,703.

    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).