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Better Money Decisions, LLC: ESG position timeline

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

Better Money Decisions, LLC held 3,044 ESG 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 3,044 shares
    Change vs previous 13F +8 shares

    0.27% of the 13F portfolio, value $446,953.

    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 3,036 shares
    Change vs previous 13F +6 shares

    0.27% of the 13F portfolio, value $407,823.

    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 3,030 shares
    Change vs previous 13F +11 shares

    0.29% of the 13F portfolio, value $417,450.

    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 3,019 shares
    Change vs previous 13F +9 shares

    0.29% of the 13F portfolio, value $410,105.

    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 3,010 shares
    Change vs previous 13F +10 shares

    0.29% of the 13F portfolio, value $386,110.

    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 3,000 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $379,756.

    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).