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Better Money Decisions, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Better Money Decisions, LLC on AAPL, newest first. How the timeline and the estimate are built.

Better Money Decisions, LLC held 20,034 AAPL shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 20,034 shares
    Change vs previous 13F +35 shares

    2.5% of the 13F portfolio, value $4,110,360.

    13F-HR 0001667731-25-001073 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 19,999 shares
    Change vs previous 13F +3,458 shares

    2.97% of the 13F portfolio, value $4,442,427.

    13F-HR 0001667731-25-000409 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 16,541 shares
    Change vs previous 13F -1,295 shares

    2.87% of the 13F portfolio, value $4,142,167.

    13F-HR 0001667731-25-000121 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 17,836 shares
    Change vs previous 13F +190 shares

    2.95% of the 13F portfolio, value $4,155,865.

    13F-HR 0001858428-24-000003 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 17,646 shares
    Change vs previous 13F -563 shares

    2.8% of the 13F portfolio, value $3,716,501.

    13F-HR 0001858428-24-000002 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 18,209 shares
    Change vs previous 13F +152 shares

    2.48% of the 13F portfolio, value $3,122,546.

    13F-HR 0001858428-24-000001 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 18,057 shares
    Change vs previous 13F +499 shares

    2.89% of the 13F portfolio, value $3,476,563.

    13F-HR 0001800502-24-000002 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 17,558 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $3,006,055.

    13F-HR 0001858428-23-000002 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).