BETR β€” BETTER HOME & FINANCE HOLDIN

Ownership history in DAYMARK WEALTH PARTNERS, LLC  Β·  4 quarters on record

AI Ownership Summary

DAYMARK WEALTH PARTNERS, LLC reported BETTER HOME & FINANCE HOLDIN (BETR) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows BETR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BETR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DAYMARK WEALTH PARTNERS, LLC's position in BETTER HOME & FINANCE HOLDIN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BETR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DAYMARK WEALTH PARTNERS, LLC held BETR β€” position size vs. price
% of Fund (quarterly)    BETR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,258 -19,388 -82.0% 0.01% $239K 2025-10-22 $65.93
2025 Q2 REDUCED 23,646 -26,161 -52.5% 0.01% $293K 2025-08-04 $13.76
2024 Q4 REDUCED 49,807 -6,183 -11.0% 0.02% $444K 2025-01-17 $9.95
2024 Q3 INITIATED 55,990 β€” β€” 0.04% $997K 2024-10-08 $15.15

FAQ About DAYMARK WEALTH PARTNERS, LLC and BETR

These are the practical questions this page is built to answer before you even open the full history table.

How long has DAYMARK WEALTH PARTNERS, LLC reported owning BETR?

DAYMARK WEALTH PARTNERS, LLC reported BETR across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported BETR position in DAYMARK WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for BETR was 0.04% in 2024 Q3.

What is the latest reported BETR position on this page?

The most recent filing on this page is 2025 Q3, when DAYMARK WEALTH PARTNERS, LLC reported 4,258 shares, equal to 0.01% of portfolio, with an estimated market value of $239K.

What does the chart on this BETR ownership page compare?

The chart compares DAYMARK WEALTH PARTNERS, LLC's quarterly BETR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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