Beta Wealth Group, Inc.

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
San Diego, CA
CIK
0001594417
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 100 173,073 13F-HR 8/11/2023 000159441723000003 Beta Wealth Group, Inc.
Q1 2023 100 174,819 13F-HR 5/9/2023 000159441723000002 Beta Wealth Group, Inc.
Q4 2022 98 148,974 13F-HR 2/13/2023 000159441723000001 Beta Wealth Group, Inc.
Q3 2022 90 138,793 13F-HR 11/1/2022 000159441722000004 Beta Wealth Group, Inc.
Q2 2022 87 149,154 13F-HR 8/4/2022 000159441722000003 Beta Wealth Group, Inc.
Q1 2022 91 149,432 13F-HR 5/12/2022 000159441722000002 Beta Wealth Group, Inc.
Q4 2021 60 138,646 13F-HR 2/14/2022 000159441722000001 Beta Wealth Group, Inc.
Q3 2021 60 138,646 13F-HR 11/12/2021 000159441721000006 Beta Wealth Group, Inc.
Q2 2021 64 143,592 13F-HR 8/16/2021 000159441721000005 Beta Wealth Group, Inc.
Q1 2021 59 137,532 13F-HR 5/11/2021 000159441721000004 Beta Wealth Group, Inc.
Q4 2020 36 116,457 13F-HR 3/18/2021 000159441721000003 Beta Wealth Group, Inc.
Q1 2014 20 8,569 13F-HR 5/6/2014 000108514614000969 Beta Wealth Group, Inc.
Q4 2013 18 7,890 13F-HR 1/10/2014 000108514614000042 Beta Wealth Group, Inc.