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BetterWealth, LLC: DUHP position timeline

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

BetterWealth, LLC held 125,450 DUHP 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 125,450 shares
    Change vs previous 13F -3,500 shares

    0.93% of the 13F portfolio, value $5,235,019.

    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 128,950 shares
    Change vs previous 13F -4,579 shares

    0.93% of the 13F portfolio, value $4,740,192.

    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 133,529 shares
    Change vs previous 13F -2,136 shares

    1.16% of the 13F portfolio, value $5,078,097.

    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 135,665 shares
    Change vs previous 13F -11,233 shares

    1.22% of the 13F portfolio, value $5,124,066.

    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 146,898 shares
    Change vs previous 13F -2,414 shares

    1.34% of the 13F portfolio, value $5,223,688.

    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 149,312 shares
    Change vs previous 13F -195,488 shares

    1.39% of the 13F portfolio, value $4,948,213.

    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 344,800 shares
    Change vs previous 13F -429,287 shares

    3.21% of the 13F portfolio, value $11,650,805.

    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 774,087 shares
    Change vs previous 13F not available

    7.79% of the 13F portfolio, value $26,373,136.

    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).