Beta Wealth Group, Inc.

Fund position changed · SEC EDGAR

This page reproduces a recorded source event. It is not a live quote, forecast, recommendation or legal conclusion.

Event type

fund.position_change

Occurred

2026-06-30

Reported

2026-07-15

Disclosure lag

15 days

Context

links are based on the recorded entity type

Field	Recorded value
Entity	Beta Wealth Group, Inc.
Source	SEC EDGAR ↗
News section	companies
Source identifier	0001830942-26-000004
Source-linked related entities	None recorded
Event ID	#390875

Related recorded events

same canonical or source-linked entity relations

Reported	Type	Event	Source
2026-07-24	Fund position changed	Event #24981	SEC EDGAR

Recorded payload

JSON payload as stored after parsing

{
  "accession": "0001830942-26-000004",
  "declared_value": 279413218,
  "manager": "Cordant, Inc.",
  "positions": 353,
  "quarter": "2026Q2",
  "reconciles": false,
  "source_path": "edgar/data/1830942/0001830942-26-000004.txt",
  "value_unit": "as filed"
}

Evidence-based analysis

facts, provenance and explicit model coverage

Descriptive evidence from the stored source record; it is not advice, a forecast or a legal conclusion.

Dimension	Status / value	Method or boundary
What happened	not_covered	The source record has no short title or summary.
When	source_backed · reported 2026-07-15	Occurred 2026-06-30. Source-record timestamps; no timezone or event time is inferred.
Affected entities	resolved · Beta Wealth Group, Inc. · 0 related	Canonical primary entity and stored related_entity_ids only.
Event classification	fund · fund.position_change	canonical event type plus source-provided category; no sentiment or impact is inferred
Entity linking	resolved	Canonical entity resolved during ingestion
Deduplication	applied	unique source event key at ingestion
Source trust	high · terms allowed	Source registry metadata
Sentiment	not_covered	No sentiment model output is published for this record.
Market reaction	not_covered	Requires licensed quote, candle and volume observations for the affected instrument.
Historical analogs	not_covered	Requires an audited event-cluster corpus and matching methodology.
Impact mechanism	not_covered	No causal market-impact model is published for this record.
Related risks	not_covered	Risk implications require an audited instrument/entity exposure model.
Instrument linkage	not_covered	No instrument relation is inferred from an entity event; licensed instrument mapping is required.

Source: Open recorded SEC filing

Source: SEC EDGAR · as of 2026-07-15T00:00:00Z