Skip to content
Disclosery

BetterWealth, LLC: DFSV position timeline

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

BetterWealth, LLC held 94,439 DFSV 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 94,439 shares
    Change vs previous 13F -2,173 shares

    0.65% of the 13F portfolio, value $3,663,275.

    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 96,612 shares
    Change vs previous 13F -3,711 shares

    0.66% of the 13F portfolio, value $3,385,294.

    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 100,323 shares
    Change vs previous 13F -2,710 shares

    0.75% of the 13F portfolio, value $3,299,614.

    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 103,033 shares
    Change vs previous 13F -9,719 shares

    0.78% of the 13F portfolio, value $3,280,572.

    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 112,752 shares
    Change vs previous 13F -8,839 shares

    0.85% of the 13F portfolio, value $3,318,305.

    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 121,591 shares
    Change vs previous 13F -112,117 shares

    0.96% of the 13F portfolio, value $3,422,783.

    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 233,708 shares
    Change vs previous 13F -395,037 shares

    1.98% of the 13F portfolio, value $7,193,529.

    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 628,745 shares
    Change vs previous 13F not available

    5.72% of the 13F portfolio, value $19,365,334.

    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).