Beta Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Beta Wealth going back to Jan. 10, 2014
- Beta Wealth Group 2024 Q4 - filed Jan. 31, 2025 - new!
- Beta Wealth Group 2024 Q3 - filed Nov. 1, 2024
- Beta Wealth Group 2024 Q2 - filed Aug. 12, 2024
- Beta Wealth Group 2024 Q1 - filed May 15, 2024
- Beta Wealth Group 2023 Q4 - filed Feb. 12, 2024
- Beta Wealth Group 2023 Q3 - filed Nov. 13, 2023
- Beta Wealth Group 2023 Q2 - filed Aug. 11, 2023
- Beta Wealth Group 2023 Q1 - filed May 9, 2023
- Beta Wealth Group 2022 Q4 - filed Feb. 13, 2023
- Beta Wealth Group 2022 Q3 - filed Nov. 1, 2022
- Beta Wealth Group 2022 Q2 - filed Aug. 5, 2022
- Beta Wealth Group 2022 Q1 - filed May 12, 2022
- Beta Wealth Group 2021 Q4 - filed Feb. 14, 2022
- Beta Wealth Group 2021 Q3 - filed Nov. 12, 2021
- Beta Wealth Group 2021 Q2 - filed Aug. 16, 2021
- Beta Wealth Group 2021 Q1 - filed May 11, 2021
- Beta Wealth Group 2020 Q4 - filed March 18, 2021
- Beta Wealth 2014 Q1 - filed May 6, 2014
- Beta Wealth 2013 Q4 - filed Jan. 10, 2014