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. CIK#: 0001594417 (see all company filings)

State location: CA | State of Inc.: CA | Fiscal Year End: 1231

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Items 1 - 20  0001594417 Filings RSS Feed
Filings Format Description Filing Date File/Film Number
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-25-000001 (34 Act)  Size: 65 KB
2025-01-31 028-15678
25577806
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-24-000005 (34 Act)  Size: 66 KB
2024-11-01 028-15678
241420067
N-PX  Documents Annual Report of proxy voting record of management investment companies
Acc-no: 0001594417-24-000004 (34 Act)  Size: 3 KB
2024-08-12 028-15678
241196515
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-24-000003 (34 Act)  Size: 65 KB
2024-08-12 028-15678
241196135
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-24-000002 (34 Act)  Size: 64 KB
2024-05-15 028-15678
24946554
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-24-000001 (34 Act)  Size: 67 KB
2024-02-12 028-15678
24616998
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-23-000004 (34 Act)  Size: 63 KB
2023-11-13 028-15678
231397495
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-23-000003 (34 Act)  Size: 63 KB
2023-08-11 028-15678
231162472
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-23-000002 (34 Act)  Size: 64 KB
2023-05-09 028-15678
23901130
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-23-000001 (34 Act)  Size: 61 KB
2023-02-13 028-15678
23614188
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-22-000004 (34 Act)  Size: 57 KB
2022-11-01 028-15678
221349571
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-22-000003 (34 Act)  Size: 54 KB
2022-08-05 028-15678
221138127
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-22-000002 (34 Act)  Size: 57 KB
2022-05-12 028-15678
22917565
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-22-000001 (34 Act)  Size: 38 KB
2022-02-14 028-15678
22623074
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-21-000006 (34 Act)  Size: 38 KB
2021-11-12 028-15678
211402430
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-21-000005 (34 Act)  Size: 42 KB
2021-08-16 028-15678
211173600
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-21-000004 (34 Act)  Size: 38 KB
2021-05-11 028-15678
21910222
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001594417-21-000003 (34 Act)  Size: 23 KB
2021-03-18 028-15678
21753629
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001085146-14-000969 (34 Act)  Size: 12 KB
2014-05-06 028-15678
14814989
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001085146-14-000042 (34 Act)  Size: 11 KB
2014-01-10 028-15678
14520055