BetterWealth, LLC: FNDX position timeline

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

BetterWealth, LLC held 10,652 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 10,652 shares
Change vs previous 13F -1,419 shares
0.06% of the 13F portfolio, value $331,277.
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).
period ended2026-03-31
13F 12,071 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $336,177.
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).