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Better Money Decisions, LLC: IEFA position timeline

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

Better Money Decisions, LLC held 200,431 IEFA 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 200,431 shares
    Change vs previous 13F +4,774 shares

    10.17% of the 13F portfolio, value $16,732,018.

    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 195,657 shares
    Change vs previous 13F +6,215 shares

    9.88% of the 13F portfolio, value $14,801,473.

    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 189,442 shares
    Change vs previous 13F -12,801 shares

    9.23% of the 13F portfolio, value $13,314,015.

    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 202,243 shares
    Change vs previous 13F -13,483 shares

    11.2% of the 13F portfolio, value $15,785,082.

    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 215,726 shares
    Change vs previous 13F +9,723 shares

    11.79% of the 13F portfolio, value $15,670,304.

    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 206,003 shares
    Change vs previous 13F -46,469 shares

    12.13% of the 13F portfolio, value $15,289,509.

    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 252,472 shares
    Change vs previous 13F -72,827 shares

    14.74% of the 13F portfolio, value $17,761,402.

    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 325,299 shares
    Change vs previous 13F not available

    18.43% of the 13F portfolio, value $20,933,022.

    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).