Filing

13F-HR

13F-HR

0001594417-26-000002·Beta Wealth Group, Inc.

Filing metadata

Accession number: 0001594417-26-000002
Form type: 13F-HR
Filer: Beta Wealth Group, Inc.
CIK: CIK 1594417
Filed: May 07, 2026
Reporting period: Mar 31, 2026
Description: Institutional holdings

Documents

0001594417-26-000002-index.htm

Complete submission

0001594417-26-000002.txt

directory listing

Filed by

Beta Wealth Group, Inc.