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Disclosery

BetterWealth, LLC: VCEB position timeline

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

BetterWealth, LLC held 26,192 VCEB 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 26,192 shares
    Change vs previous 13F +817 shares

    0.29% of the 13F portfolio, value $1,643,810.

    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 25,375 shares
    Change vs previous 13F +348 shares

    0.31% of the 13F portfolio, value $1,594,311.

    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 25,027 shares
    Change vs previous 13F +1,832 shares

    0.36% of the 13F portfolio, value $1,592,468.

    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 23,195 shares
    Change vs previous 13F +205 shares

    0.35% of the 13F portfolio, value $1,489,119.

    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 22,990 shares
    Change vs previous 13F +222 shares

    0.37% of the 13F portfolio, value $1,457,566.

    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 22,768 shares
    Change vs previous 13F -9,604 shares

    0.4% of the 13F portfolio, value $1,432,563.

    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 32,372 shares
    Change vs previous 13F +4,501 shares

    0.55% of the 13F portfolio, value $2,006,740.

    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 27,871 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,808,270.

    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).