Beta Wealth Group, Inc.

SEC CIK: 0001594417
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 13,716
Value: $3.97M
% of portfolio: 1.5%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Beta Wealth Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,716	$3.97M	1.5%	+1,245+10.0%	Added	Holders
Q1 2026	12,471	$3.16M	1.3%	−6,716−35.0%	Reduced	Holders
Q4 2025	19,187	$5.22M	2.1%	−1,700−8.1%	Reduced	Holders
Q3 2025	20,887	$5.32M	2.1%	−989−4.5%	Reduced	Holders
Q2 2025	21,876	$4.49M	1.6%	+2,374+12.2%	Added	Holders
Q1 2025	19,502	$4.33M	1.6%	−670−3.3%	Reduced	Holders
Q4 2024	20,172	$5.05M	2.2%	−582−2.8%	Reduced	Holders
Q3 2024	20,754	$4.84M	2.2%	−1,086−5.0%	Reduced	Holders
Q2 2024	21,840	$4.60M	2.2%	−4,689−17.7%	Reduced	Holders
Q1 2024	26,529	$4.55M	2.2%	+1,185+4.7%	Added	Holders
Q4 2023	25,344	$4.88M	2.6%	−3,085−10.9%	Reduced	Holders
Q3 2023	28,429	$4.87M	2.9%	−226−0.8%	Reduced	Holders
Q2 2023	28,655	$5.56M	3.2%	−2,756−8.8%	Reduced	Holders
Q1 2023	31,411	$5.18M	3.0%	+1,459+4.9%	Added	Holders
Q4 2022	29,952	$3.89M	2.6%	+1,615+5.7%	Added	Holders
Q3 2022	28,337	$3.92M	2.8%	−5,775−16.9%	Reduced	Holders
Q2 2022	34,112	$4.66M	3.1%	+25,286+286.5%	Added	Holders
Q1 2022	8,826	$1.50M	1.0%	−7,134−44.7%	Reduced	Holders
Q4 2021	15,960	$2.26M	1.6%	00.0%	Unchanged	Holders
Q3 2021	15,960	$2.26M	1.6%	+873+5.8%	Added	Holders
Q2 2021	15,087	$2.07M	1.4%	+863+6.1%	Added	Holders
Q1 2021	14,224	$1.74M	1.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.