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Disclosery

BetterWealth, LLC: BSV position timeline

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

BetterWealth, LLC held 304,624 BSV 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 304,624 shares
    Change vs previous 13F +18,967 shares

    4.2% of the 13F portfolio, value $23,733,234.

    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 285,657 shares
    Change vs previous 13F +10,788 shares

    4.39% of the 13F portfolio, value $22,398,343.

    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 274,869 shares
    Change vs previous 13F +14,423 shares

    4.94% of the 13F portfolio, value $21,662,458.

    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 260,446 shares
    Change vs previous 13F +15,210 shares

    4.89% of the 13F portfolio, value $20,551,826.

    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 245,236 shares
    Change vs previous 13F +16,043 shares

    4.94% of the 13F portfolio, value $19,300,105.

    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 229,193 shares
    Change vs previous 13F +5,157 shares

    5.03% of the 13F portfolio, value $17,941,230.

    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 224,036 shares
    Change vs previous 13F +12,792 shares

    4.77% of the 13F portfolio, value $17,311,298.

    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).

  8. period ended2024-09-30
    13F 211,244 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $16,622,773.

    13F-HR 0001085146-24-005066 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).