Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001594417-25-000005
Filing Date
2025-08-11
Accepted
2025-08-08 17:31:28
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 3064
2 bwg13f06302025.html INFORMATION TABLE  
2 bwg13f06302025.xml INFORMATION TABLE 59841
  Complete submission text file 0001594417-25-000005.txt   64091
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.: 251199587