Beta Wealth Group, Inc.
All 13F Filings
Location
San Diego, CA
CIK
0001594417
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000159441726000002
Q1 2026
112
241,681,797
13F-HR
5/7/2026
Beta Wealth Group, Inc.