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Livermore
Livermore
ZHEN

Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

NOW holding history

ServiceNow, 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.

NOW overviewAll 13F holders of NOWFull Q2 2026 holdings

Shares (Q2 2026)
15,750
Value
$1.56M
% of portfolio
0.6%
Quarters held
21
Since Q2 2021
Holdings of NOW by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,750$1.56M0.6%+895+6.0%AddedHolders
Q1 202614,855$1.55M0.6%+1,105+8.0%AddedHolders
Q4 202513,750$2.11M0.8%+5,475+66.2%AddedConverted for a 5-for-1 splitHolders
Q3 20251,655$1.52M0.6%+93+6.0%AddedHolders
Q2 20251,562$1.61M0.6%−1,006−39.2%ReducedHolders
Q1 20252,568$2.04M0.7%+99+4.0%AddedHolders
Q4 20242,469$2.62M1.2%+49+2.0%AddedHolders
Q3 20242,420$2.16M1.0%+82+3.5%AddedHolders
Q2 20242,338$1.84M0.9%+101+4.5%AddedHolders
Q1 20242,237$1.71M0.8%+110+5.2%AddedHolders
Q4 20232,127$1.50M0.8%+75+3.7%AddedHolders
Q3 20232,052$1.15M0.7%+29+1.4%AddedHolders
Q2 20232,023$1.14M0.7%+75+3.9%AddedHolders
Q1 20231,948$905.3K0.5%+69+3.7%AddedHolders
Q4 20221,879$729.6K0.5%+74+4.1%AddedHolders
Q3 20221,805$682.0K0.5%+86+5.0%AddedHolders
Q2 20221,719$817.0K0.5%+351+25.7%AddedHolders
Q1 20221,368$762.0K0.5%+184+15.5%AddedHolders
Q4 20211,184$737.0K0.5%00.0%UnchangedHolders
Q3 20211,184$737.0K0.5%+79+7.1%AddedHolders
Q2 20211,105$607.0K0.4%+1,105NewHolders