BetterWealth, LLC: IWF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BetterWealth, LLC on IWF, newest first. How the timeline and the estimate are built.
BetterWealth, LLC held 0 IWF shares at 2025-12-31 per its 13F-HR filed 2026-01-15.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,096 shares
13F-HR 0001911702-26-000001 filed by BetterWealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,096 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $513,183.
13F-HR 0001911702-25-000002 filed by BetterWealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,096 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $465,163.
13F-HR 0001085146-25-003797 filed by BetterWealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,096 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $395,605.
13F-HR 0001085146-25-002365 filed by BetterWealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,096 sharesChange vs previous 13F +1 shares
0.12% of the 13F portfolio, value $439,965.
13F-HR 0001085146-25-000425 filed by BetterWealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,095 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $410,959.
13F-HR 0001085146-24-005066 filed by BetterWealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).