Filing

13F-HR

13F-HR

0001594417-26-000003·Beta Wealth Group, Inc.

Filing metadata

Accession number: 0001594417-26-000003
Form type: 13F-HR
Filer: Beta Wealth Group, Inc.
CIK: CIK 1594417
Filed: Jul 24, 2026
Reporting period: Jun 30, 2026
Description: Institutional holdings

Documents

0001594417-26-000003-index.htm

Complete submission

0001594417-26-000003.txt

directory listing

Filed by

Beta Wealth Group, Inc.