Position in NOW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,563,660
+$10,570 QoQ
Shares Held
15,750
+6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#1,012
of 2,206 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Beta Wealth Group, Inc. holds $2,322,096 across 3 Software - Application names. NOW ranks #1 (67.3% of the industry book) .
All Filings in NOW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,563,660 | 15,750 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,553,090 | 14,855 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,106,362 | 13,750 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,523,063 | 1,655 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,605,860 | 1,562 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,044,487 | 2,568 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,617,436 | 2,469 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,164,423 | 2,420 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,839,234 | 2,338 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,705,488 | 2,237 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,502,704 | 2,127 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,146,985 | 2,052 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,136,865 | 2,023 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $905,274 | 1,948 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $729,559 | 1,879 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $681,586 | 1,805 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $817,418 | 1,719 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $761,825 | 1,368 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $768,546 | 1,184 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $736,767 | 1,184 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $607,252 | 1,105 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||