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Disclosery

BetterWealth, LLC: DFSI position timeline

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

BetterWealth, LLC held 26,765 DFSI 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 26,765 shares
    Change vs previous 13F +522 shares

    0.21% of the 13F portfolio, value $1,207,079.

    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 26,243 shares
    Change vs previous 13F -363 shares

    0.22% of the 13F portfolio, value $1,112,682.

    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 26,606 shares
    Change vs previous 13F -2,007 shares

    0.26% of the 13F portfolio, value $1,139,936.

    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 28,613 shares
    Change vs previous 13F +1,315 shares

    0.28% of the 13F portfolio, value $1,171,690.

    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 27,298 shares
    Change vs previous 13F -314 shares

    0.28% of the 13F portfolio, value $1,075,799.

    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 27,612 shares
    Change vs previous 13F -9,615 shares

    0.27% of the 13F portfolio, value $963,370.

    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 37,227 shares
    Change vs previous 13F +929 shares

    0.34% of the 13F portfolio, value $1,222,907.

    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 36,298 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,297,119.

    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).