Skip to content
Disclosery

BetterWealth, LLC: DFSB position timeline

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

BetterWealth, LLC held 17,042 DFSB 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 17,042 shares
    Change vs previous 13F +1,386 shares

    0.16% of the 13F portfolio, value $888,081.

    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 15,656 shares
    Change vs previous 13F +293 shares

    0.16% of the 13F portfolio, value $810,108.

    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 15,363 shares
    Change vs previous 13F +712 shares

    0.18% of the 13F portfolio, value $795,816.

    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 14,651 shares
    Change vs previous 13F +520 shares

    0.19% of the 13F portfolio, value $780,443.

    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 14,131 shares
    Change vs previous 13F +584 shares

    0.19% of the 13F portfolio, value $740,873.

    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 13,547 shares
    Change vs previous 13F -3,607 shares

    0.2% of the 13F portfolio, value $697,655.

    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 17,154 shares
    Change vs previous 13F +1,264 shares

    0.24% of the 13F portfolio, value $873,802.

    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 15,890 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $844,873.

    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).