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Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

PZC holding history

PIMCO California Municipal Income Fund III 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.

PZC overviewAll 13F holders of PZCFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2024
Holdings of PZC by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−20,604−100.0%Sold outHolders
Q4 202420,604$141.5K0.1%+20,604NewHolders