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BetterWealth, LLC

SEC CIK
0001911702
Latest filing
Jul 21, 2026

USB holding history

US Bancorp DE in every 13F filed by BetterWealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
4,091
Value
$247.1K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2021
Holdings of USB by BetterWealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,091$247.1K<0.1%+3+0.1%AddedHolders
Q1 20264,088$212.6K<0.1%00.0%UnchangedHolders
Q4 20254,088$218.1K<0.1%+4,088NewHolders
Q2 20220$00.0%−4,071−100.0%Sold outHolders
Q1 20224,071$216.0K0.3%00.0%UnchangedHolders
Q4 20214,071$229.0K0.2%–No prior filingHolders