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Better Money Decisions, LLC: HYG position timeline

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

Better Money Decisions, LLC held 24,199 HYG 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 24,199 shares
    Change vs previous 13F +2,378 shares

    1.19% of the 13F portfolio, value $1,951,610.

    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 21,821 shares
    Change vs previous 13F -1,026 shares

    1.15% of the 13F portfolio, value $1,721,470.

    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 22,847 shares
    Change vs previous 13F +3,017 shares

    1.25% of the 13F portfolio, value $1,796,888.

    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 19,830 shares
    Change vs previous 13F +2,121 shares

    1.13% of the 13F portfolio, value $1,592,386.

    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 17,709 shares
    Change vs previous 13F +2,392 shares

    1.03% of the 13F portfolio, value $1,366,043.

    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 15,317 shares
    Change vs previous 13F +629 shares

    0.94% of the 13F portfolio, value $1,190,590.

    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 14,688 shares
    Change vs previous 13F +1,891 shares

    0.94% of the 13F portfolio, value $1,136,735.

    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 12,797 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $943,404.

    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).