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Disclosery

BetterWealth, LLC: DFAT position timeline

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

BetterWealth, LLC held 17,488 DFAT 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 17,488 shares
    Change vs previous 13F -258 shares

    0.22% of the 13F portfolio, value $1,222,404.

    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 17,746 shares
    Change vs previous 13F -602 shares

    0.22% of the 13F portfolio, value $1,108,231.

    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 18,348 shares
    Change vs previous 13F -1,314 shares

    0.25% of the 13F portfolio, value $1,092,412.

    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 19,662 shares
    Change vs previous 13F -4,503 shares

    0.27% of the 13F portfolio, value $1,144,498.

    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 24,165 shares
    Change vs previous 13F -382 shares

    0.33% of the 13F portfolio, value $1,303,918.

    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 24,547 shares
    Change vs previous 13F -40,303 shares

    0.35% of the 13F portfolio, value $1,263,901.

    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 64,850 shares
    Change vs previous 13F +64 shares

    0.99% of the 13F portfolio, value $3,609,560.

    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 64,786 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,604,052.

    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).