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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001594417-24-000001
Filing Date
2024-02-12
Accepted
2024-02-09 19:24:15
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 3550
2 bwg13f12312023.html INFORMATION TABLE  
2 bwg13f12312023.xml INFORMATION TABLE 62458
  Complete submission text file 0001594417-24-000001.txt   67200
Mailing Address 11421 W BERNARDO COURT SAN DIEGO CA 92127
Business Address 11421 W BERNARDO COURT SAN DIEGO CA 92127 858-207-3377
Beta Wealth Group, Inc. (Filer) CIK: 0001594417 (see all company filings)

IRS No.: 271460633 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-15678 | Film No.: 24616998