13F-HR | SEC Filings Hub

Filing metadata

Accession number: 0001594417-25-000003
Form type: 13F-HR
Filer: Beta Wealth Group, Inc.
CIK: CIK 1594417
Filed: May 09, 2025
Reporting period: Mar 31, 2025
Description: Institutional holdings

Documents

0001594417-25-000003-index.htm

Complete submission

0001594417-25-000003.txt

directory listing

Filed by

Beta Wealth Group, Inc.