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Disclosery

BetterWealth, LLC: DFSD position timeline

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

BetterWealth, LLC held 32,981 DFSD 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 32,981 shares
    Change vs previous 13F +2,907 shares

    0.28% of the 13F portfolio, value $1,574,843.

    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 30,074 shares
    Change vs previous 13F +122 shares

    0.28% of the 13F portfolio, value $1,439,943.

    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 29,952 shares
    Change vs previous 13F +5,447 shares

    0.33% of the 13F portfolio, value $1,436,198.

    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 24,505 shares
    Change vs previous 13F -1,406 shares

    0.28% of the 13F portfolio, value $1,180,896.

    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 25,911 shares
    Change vs previous 13F +745 shares

    0.32% of the 13F portfolio, value $1,243,987.

    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 25,166 shares
    Change vs previous 13F +1,427 shares

    0.34% of the 13F portfolio, value $1,195,888.

    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 23,739 shares
    Change vs previous 13F +4,827 shares

    0.31% of the 13F portfolio, value $1,112,884.

    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 18,912 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $902,859.

    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).