BetterWealth, LLC: DISV position timeline

BetterWealth, LLC held 165,836 DISV 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 165,836 shares

   Change vs previous 13F -3 shares

   1.18% of the 13F portfolio, value $6,654,988.

   13F-HR 0002085853-26-000799 filed by BetterWealth, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 165,839 shares

   Change vs previous 13F -1,590 shares

   1.28% of the 13F portfolio, value $6,540,680.

   13F-HR 0002085853-26-000492 filed by BetterWealth, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 167,429 shares

   Change vs previous 13F -2,408 shares

   1.45% of the 13F portfolio, value $6,362,292.

   13F-HR 0001911702-26-000001 filed by BetterWealth, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 169,837 shares

   Change vs previous 13F -6,106 shares

   1.44% of the 13F portfolio, value $6,061,466.

   13F-HR 0001911702-25-000002 filed by BetterWealth, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 175,943 shares

   Change vs previous 13F -3,756 shares

   1.48% of the 13F portfolio, value $5,790,292.

   13F-HR 0001085146-25-003797 filed by BetterWealth, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 179,699 shares

   Change vs previous 13F -4,370 shares

   1.47% of the 13F portfolio, value $5,232,836.

   13F-HR 0001085146-25-002365 filed by BetterWealth, LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 184,069 shares

   Change vs previous 13F +96 shares

   1.35% of the 13F portfolio, value $4,890,702.

   13F-HR 0001085146-25-000425 filed by BetterWealth, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 183,973 shares

   Change vs previous 13F not available

   1.58% of the 13F portfolio, value $5,346,253.

   13F-HR 0001085146-24-005066 filed by BetterWealth, LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).