Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-25-003797
Filing Date
2025-07-14
Accepted
2025-07-14 13:50:57
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2082
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 38390
  Complete submission text file 0001085146-25-003797.txt   41720
Mailing Address 1475 SARATOGA AVENUE SUITE 200 SAN JOSE CA 95129
Business Address 1475 SARATOGA AVENUE SUITE 200 SAN JOSE CA 95129 (866) 659-2522
BetterWealth, LLC (Filer) CIK: 0001911702 (see all company filings)

EIN.: 474485131 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22349 | Film No.: 251121111