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Disclosery

BetterWealth, LLC: DFAC position timeline

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

BetterWealth, LLC held 2,837,675 DFAC 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 2,837,675 shares
    Change vs previous 13F +7,166 shares

    22.27% of the 13F portfolio, value $125,879,257.

    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 2,830,509 shares
    Change vs previous 13F +29,424 shares

    21.58% of the 13F portfolio, value $109,993,582.

    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 2,801,085 shares
    Change vs previous 13F +23,959 shares

    25.29% of the 13F portfolio, value $110,894,940.

    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 2,777,126 shares
    Change vs previous 13F -38,979 shares

    25.5% of the 13F portfolio, value $107,113,762.

    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 2,816,105 shares
    Change vs previous 13F +77,302 shares

    25.85% of the 13F portfolio, value $100,929,186.

    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 2,738,803 shares
    Change vs previous 13F -109,547 shares

    25.35% of the 13F portfolio, value $90,353,120.

    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 2,848,350 shares
    Change vs previous 13F -77,030 shares

    27.14% of the 13F portfolio, value $98,524,415.

    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 2,925,380 shares
    Change vs previous 13F not available

    29.64% of the 13F portfolio, value $100,311,266.

    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).