Position in AVBH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$280,226
+$38,432 QoQ
Shares Held
8,484
0.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3
of 7 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVBH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BetterWealth, LLC holds $527,322 across 2 Banks - Regional names. AVBH ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVBH |
Avidbank Holdings, Inc.
This page
|
8,484 | $280,226 | |
| 2 | USB |
US Bancorp De
|
4,091 | $247,096 |
All Filings in AVBH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,226 | 8,484 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $241,794 | 8,484 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $225,335 | 8,484 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $216,342 | 8,484 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||