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Disclosery

BetterWealth, LLC: BIV position timeline

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

BetterWealth, LLC held 521,246 BIV 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 521,246 shares
    Change vs previous 13F +39,260 shares

    7.07% of the 13F portfolio, value $39,979,568.

    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 481,986 shares
    Change vs previous 13F +17,067 shares

    7.3% of the 13F portfolio, value $37,199,679.

    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 464,919 shares
    Change vs previous 13F +24,530 shares

    8.26% of the 13F portfolio, value $36,207,892.

    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 440,389 shares
    Change vs previous 13F +13,785 shares

    8.19% of the 13F portfolio, value $34,389,977.

    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 426,604 shares
    Change vs previous 13F +21,166 shares

    8.45% of the 13F portfolio, value $32,993,553.

    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 405,438 shares
    Change vs previous 13F +8,467 shares

    8.71% of the 13F portfolio, value $31,044,388.

    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 396,971 shares
    Change vs previous 13F not available

    8.17% of the 13F portfolio, value $29,665,643.

    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).