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Disclosery

BetterWealth, LLC: DFSU position timeline

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

BetterWealth, LLC held 57,685 DFSU 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 57,685 shares
    Change vs previous 13F +2,501 shares

    0.48% of the 13F portfolio, value $2,689,870.

    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 55,184 shares
    Change vs previous 13F -649 shares

    0.44% of the 13F portfolio, value $2,267,527.

    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 55,833 shares
    Change vs previous 13F -6,475 shares

    0.55% of the 13F portfolio, value $2,424,847.

    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 62,308 shares
    Change vs previous 13F +2,451 shares

    0.63% of the 13F portfolio, value $2,646,393.

    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 59,857 shares
    Change vs previous 13F +298 shares

    0.6% of the 13F portfolio, value $2,349,397.

    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 59,559 shares
    Change vs previous 13F -18,062 shares

    0.6% of the 13F portfolio, value $2,132,816.

    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 77,621 shares
    Change vs previous 13F -7,812 shares

    0.81% of the 13F portfolio, value $2,941,848.

    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 85,433 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,176,393.

    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).