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Disclosery

BetterWealth, LLC: EBI position timeline

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

BetterWealth, LLC held 582,580 EBI 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 582,580 shares
    Change vs previous 13F 0 shares

    6.69% of the 13F portfolio, value $37,838,967.

    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 582,580 shares
    Change vs previous 13F +562 shares

    6.61% of the 13F portfolio, value $33,708,651.

    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 582,018 shares
    Change vs previous 13F -4,064 shares

    7.51% of the 13F portfolio, value $32,932,489.

    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 586,082 shares
    Change vs previous 13F +2,131 shares

    7.65% of the 13F portfolio, value $32,147,877.

    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 583,951 shares
    Change vs previous 13F +1,066 shares

    7.61% of the 13F portfolio, value $29,711,418.

    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 582,885 shares
    Change vs previous 13F not available

    7.74% of the 13F portfolio, value $27,577,155.

    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).