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Disclosery

BetterWealth, LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BetterWealth, LLC on AVUV, newest first. How the timeline and the estimate are built.

BetterWealth, LLC held 163,569 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,569 shares
    Change vs previous 13F -187 shares

    3.61% of the 13F portfolio, value $20,406,904.

    13F-HR 0002085853-26-000799 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 163,756 shares
    Change vs previous 13F +3,461 shares

    3.55% of the 13F portfolio, value $18,090,136.

    13F-HR 0002085853-26-000492 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 160,295 shares
    Change vs previous 13F +8,984 shares

    3.73% of the 13F portfolio, value $16,346,834.

    13F-HR 0001911702-26-000001 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 151,311 shares
    Change vs previous 13F +5,188 shares

    3.59% of the 13F portfolio, value $15,060,016.

    13F-HR 0001911702-25-000002 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 146,123 shares
    Change vs previous 13F +17,118 shares

    3.41% of the 13F portfolio, value $13,311,810.

    13F-HR 0001085146-25-003797 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 129,005 shares
    Change vs previous 13F +11,730 shares

    3.16% of the 13F portfolio, value $11,245,338.

    13F-HR 0001085146-25-002365 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 117,275 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $11,320,570.

    13F-HR 0001085146-25-000425 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).