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Disclosery

BetterWealth, LLC: DFUV position timeline

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

BetterWealth, LLC held 18,261 DFUV 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 18,261 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,004,529.

    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 18,261 shares
    Change vs previous 13F -380 shares

    0.17% of the 13F portfolio, value $884,920.

    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 18,641 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $868,477.

    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 18,641 shares
    Change vs previous 13F -4,778 shares

    0.2% of the 13F portfolio, value $833,059.

    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 23,419 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $990,156.

    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 23,419 shares
    Change vs previous 13F -25,018 shares

    0.27% of the 13F portfolio, value $965,097.

    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 48,437 shares
    Change vs previous 13F +143 shares

    0.55% of the 13F portfolio, value $1,982,039.

    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 48,294 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,013,394.

    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).