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Better Money Decisions, LLC: DFAT position timeline

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

Better Money Decisions, LLC held 187,289 DFAT 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 187,289 shares
    Change vs previous 13F +9,430 shares

    6.14% of the 13F portfolio, value $10,106,135.

    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 177,859 shares
    Change vs previous 13F +1,628 shares

    6.11% of the 13F portfolio, value $9,157,936.

    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 176,231 shares
    Change vs previous 13F +18,919 shares

    6.8% of the 13F portfolio, value $9,808,995.

    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 157,312 shares
    Change vs previous 13F +10,499 shares

    6.21% of the 13F portfolio, value $8,751,263.

    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 146,813 shares
    Change vs previous 13F +7,860 shares

    5.73% of the 13F portfolio, value $7,615,178.

    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 138,953 shares
    Change vs previous 13F +42,302 shares

    6% of the 13F portfolio, value $7,563,211.

    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 96,651 shares
    Change vs previous 13F +75,707 shares

    4.2% of the 13F portfolio, value $5,057,722.

    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 20,944 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $956,946.

    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).