Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001594417-25-000003
Filing Date
2025-05-09
Accepted
2025-05-08 18:02:34
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 3063
2 bwg13f03312025.html INFORMATION TABLE  
2 bwg13f03312025.xml INFORMATION TABLE 60314
  Complete submission text file 0001594417-25-000003.txt   64562
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)

EIN.: 271460633 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-15678 | Film No.: 25927677