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

Recent SEC filings for Beta Wealth Group, Inc. including 13F-HR, N-PX.

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

About this filer

Beta Wealth Group, Inc. files with the SEC under CIK 0001594417. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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