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Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

DD holding history

DuPont de Nemours, 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.

DD overviewAll 13F holders of DDFull Q2 2026 holdings

Shares (Q2 2026)
2,689
Value
$364.7K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of DD by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,689$364.7K0.1%+117+4.5%AddedConverted for a 1-for-3 splitHolders
Q1 20267,716$353.4K0.1%+30.0%AddedHolders
Q4 20257,713$310.1K0.1%+1,500+24.1%AddedHolders
Q3 20256,213$484.0K0.2%−209−3.3%ReducedHolders
Q2 20256,422$440.5K0.2%+104+1.6%AddedHolders
Q1 20256,318$471.8K0.2%−96−1.5%ReducedHolders
Q4 20246,414$489.1K0.2%+102+1.6%AddedHolders
Q3 20246,312$562.5K0.3%+303+5.0%AddedHolders
Q2 20246,009$483.6K0.2%+500+9.1%AddedHolders
Q1 20245,509$419.5K0.2%+304+5.8%AddedHolders
Q4 20235,205$400.5K0.2%−97−1.8%ReducedHolders
Q3 20235,302$395.5K0.2%−598−10.1%ReducedHolders
Q2 20235,900$421.5K0.2%+700+13.5%AddedHolders
Q1 20235,200$373.2K0.2%+500+10.6%AddedHolders
Q4 20224,700$322.6K0.2%+300+6.8%AddedHolders
Q3 20224,400$222.0K0.2%−55,800−92.7%ReducedHolders
Q2 202260,200$3.35M2.2%+56,300+1,443.6%AddedHolders
Q1 20223,900$287.0K0.2%+3,900NewHolders