BetterWealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for BetterWealth going back to March 3, 2022
- BetterWealth 2026 Q1 - filed April 24, 2026 - new!
- BetterWealth 2025 Q4 - filed Jan. 15, 2026
- BetterWealth 2025 Q3 - filed Oct. 21, 2025
- BetterWealth 2025 Q2 - filed July 14, 2025
- BetterWealth 2025 Q1 - filed April 28, 2025
- BetterWealth 2024 Q4 - filed Jan. 23, 2025
- BetterWealth 2024 Q3 - filed Oct. 22, 2024
- BetterWealth 2024 Q2 - filed July 19, 2024
- BetterWealth 2024 Q1 - filed April 19, 2024
- BetterWealth 2023 Q4 - filed Jan. 23, 2024
- BetterWealth 2023 Q3 - filed Oct. 24, 2023
- BetterWealth 2023 Q2 - filed July 24, 2023
- BetterWealth 2023 Q1 - filed April 20, 2023
- BetterWealth 2022 Q4 - filed Jan. 24, 2023
- BetterWealth 2022 Q3 - filed Oct. 28, 2022
- BetterWealth 2022 Q2 - filed July 29, 2022
- BetterWealth 2022 Q1 - filed May 2, 2022
- BetterWealth 2021 Q4 - filed March 3, 2022