Filer · Institutional
Beta Wealth Group,Inc.
CIK 0001594417TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001594417-26-000002 · filed 2026-05-07
112
positions
Q4 202513F-HR
0001594417-26-000001 · filed 2026-02-13
115
positions
Q3 202513F-HR
0001594417-25-000007 · filed 2025-11-07
116
positions
Q2 202513F-HR
0001594417-25-000005 · filed 2025-08-11
105
positions
Q1 202513F-HR
0001594417-25-000003 · filed 2025-05-09
105
positions
Q4 202413F-HR
0001594417-25-000001 · filed 2025-01-31
108
positions
Q3 202413F-HR
0001594417-24-000005 · filed 2024-11-01
105
positions
Q2 202413F-HR
0001594417-24-000003 · filed 2024-08-12
103
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.