PlanVest Financial, Inc
Position in BETR — Better Home & Finance Holding Co
CIK 2135239
GAITHERSBURG, MD
Position in BETR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,424
New position
Shares Held
40
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026PlanVest Financial, Inc holds $1,424 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 | $1,424 |
All Filings in BETR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,424 | 40 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||