Beta Wealth Group, Inc.

Business address
11421 W Bernardo Court, San Diego, CA, 92127
State of incorporation
CA
Fiscal year end
December 31
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Beta Wealth Group, Inc. has filed 24 SEC EDGAR filings since 1/10/2014

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 7, 2025 Sep 30, 2025 028-15678
N-PX Open Document Open Filing Aug 11, 2025 Jun 30, 2025 028-15678
13F-HR Open Document Open Filing Aug 11, 2025 Jun 30, 2025 028-15678
13F-HR Open Document Open Filing May 9, 2025 Mar 31, 2025 028-15678
13F-HR Open Document Open Filing Jan 31, 2025 Dec 31, 2024 028-15678
13F-HR Open Document Open Filing Nov 1, 2024 Sep 30, 2024 028-15678
N-PX Open Document Open Filing Aug 12, 2024 Jun 30, 2024 028-15678
13F-HR Open Document Open Filing Aug 12, 2024 Jun 30, 2024 028-15678
13F-HR Open Document Open Filing May 15, 2024 Mar 31, 2024 028-15678
13F-HR Open Document Open Filing Feb 12, 2024 Dec 31, 2023 028-15678
13F-HR Open Document Open Filing Nov 13, 2023 Sep 30, 2023 028-15678
13F-HR Open Document Open Filing Aug 11, 2023 Jun 30, 2023 028-15678
13F-HR Open Document Open Filing May 9, 2023 Mar 31, 2023 028-15678
13F-HR Open Document Open Filing Feb 13, 2023 Dec 31, 2022 028-15678
13F-HR Open Document Open Filing Nov 1, 2022 Sep 30, 2022 028-15678
13F-HR Open Document Open Filing Aug 5, 2022 Jun 30, 2022 028-15678
13F-HR Open Document Open Filing May 12, 2022 Mar 31, 2022 028-15678
13F-HR Open Document Open Filing Feb 14, 2022 Dec 31, 2021 028-15678
13F-HR Open Document Open Filing Nov 12, 2021 Sep 30, 2021 028-15678
13F-HR Open Document Open Filing Aug 16, 2021 Jun 30, 2021 028-15678
13F-HR Open Document Open Filing May 11, 2021 Mar 31, 2021 028-15678
13F-HR Open Document Open Filing Mar 18, 2021 Dec 31, 2020 028-15678
13F-HR Open Document Open Filing May 6, 2014 Mar 31, 2014 028-15678
13F-HR Open Document Open Filing Jan 10, 2014 Dec 31, 2013 028-15678