PlanVest Financial, Inc
Position in BETR — Better Home & Finance Holding Co
CIK 2135239
GAITHERSBURG, MD
Position in BETR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,100
-$324 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 89 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BETR Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026PlanVest Financial, Inc holds $1,100 across 1 Mortgage Finance name. BETR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BETR |
Better Home & Finance Holding Co
This page
|
40 | $1,100 |
All Filings in BETR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,100 | 40 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,424 | 40 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||