Filing History
Beta Wealth Group, Inc.
12 parsed filings · CIK 0001594417
- 13F COMBINATION REPORTQ/E Dec 2025119 pos · $248.7MSEC
- 13F COMBINATION REPORTQ/E Sep 2025120 pos · $253.4MSEC
- 13F COMBINATION REPORTQ/E Jun 2025110 pos · $273.0MSEC
- 13F COMBINATION REPORTQ/E Mar 2025111 pos · $278.4MSEC
- 13F COMBINATION REPORTQ/E Dec 2024113 pos · $226.1MSEC
- 13F COMBINATION REPORTQ/E Sep 2024114 pos · $221.8MSEC
- 13F COMBINATION REPORTQ/E Jun 2024112 pos · $211.0MSEC
- 13F COMBINATION REPORTQ/E Mar 2024110 pos · $205.6MSEC
- 13F COMBINATION REPORTQ/E Dec 2023108 pos · $169.2MSEC
- 13F COMBINATION REPORTQ/E Sep 2023108 pos · $173.1MSEC
- 13F COMBINATION REPORTQ/E Jun 2023110 pos · $174.8MSEC
- 13F COMBINATION REPORTQ/E Mar 2023106 pos · $149.0MSEC