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CIK 0001911702 • 7 13F filings • Apr 28, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("betterwealth-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001911702-25-000002 |
| $420.0M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000799 | $565.3M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003797 | $390.4M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000492 | $509.8M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002365 | $356.4M | View |