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Disclosery

BetterWealth, LLC: VBIL position timeline

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

BetterWealth, LLC held 682,813 VBIL 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 682,813 shares
    Change vs previous 13F +27,706 shares

    9.14% of the 13F portfolio, value $51,675,288.

    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 655,107 shares
    Change vs previous 13F +634,105 shares

    9.72% of the 13F portfolio, value $49,558,845.

    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 21,002 shares
    Change vs previous 13F +376 shares

    0.36% of the 13F portfolio, value $1,584,181.

    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 20,626 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,559,635.

    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).