SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001594417-21-000006
Filing Date
2021-11-12
Accepted
2021-11-12 13:57:03
Documents
2
Period of Report
2021-09-30
Effectiveness Date
2021-11-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 3007
2 bwg13f093021.html INFORMATION TABLE  
2 bwg13f093021.xml INFORMATION TABLE 34615
  Complete submission text file 0001594417-21-000006.txt   38780
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.: 211402430