Beta Wealth Group, Inc. SEC EDGAR Filings (CIK 0001594417)

SEC EDGAR filings, ownership reports, and insider transactions for Beta Wealth Group, Inc..

Business address
11421 W Bernardo Court, San Diego, CA, 92127
Top securities (13F)
QLTI, PYLD, SPVM, AVUV, LQD, DVYE, QYLD, FEMS, AVDV, PSP, SRLN, SPY, VYMI, PDI, DEXC, JPRE, AAPL, LSVD, HGER, and IGF
State of incorporation
CA
Fiscal year end
31 December
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Beta Wealth Group, Inc. has filed 24 SEC EDGAR filings since 10 Jan 2014

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 07 Nov 2025 30 Sep 2025 028-15678
N-PX Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-15678
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-15678
13F-HR Open Document Open Filing 09 May 2025 31 Mar 2025 028-15678
13F-HR Open Document Open Filing 31 Jan 2025 31 Dec 2024 028-15678
13F-HR Open Document Open Filing 01 Nov 2024 30 Sep 2024 028-15678
N-PX Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-15678
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-15678
13F-HR Open Document Open Filing 15 May 2024 31 Mar 2024 028-15678
13F-HR Open Document Open Filing 12 Feb 2024 31 Dec 2023 028-15678
13F-HR Open Document Open Filing 13 Nov 2023 30 Sep 2023 028-15678
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-15678
13F-HR Open Document Open Filing 09 May 2023 31 Mar 2023 028-15678
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-15678
13F-HR Open Document Open Filing 01 Nov 2022 30 Sep 2022 028-15678
13F-HR Open Document Open Filing 05 Aug 2022 30 Jun 2022 028-15678
13F-HR Open Document Open Filing 12 May 2022 31 Mar 2022 028-15678
13F-HR Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-15678
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-15678
13F-HR Open Document Open Filing 16 Aug 2021 30 Jun 2021 028-15678
13F-HR Open Document Open Filing 11 May 2021 31 Mar 2021 028-15678
13F-HR Open Document Open Filing 18 Mar 2021 31 Dec 2020 028-15678
13F-HR Open Document Open Filing 06 May 2014 31 Mar 2014 028-15678
13F-HR Open Document Open Filing 10 Jan 2014 31 Dec 2013 028-15678