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Better Money Decisions, LLC: IGSB position timeline

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

Better Money Decisions, LLC held 301,082 IGSB 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 301,082 shares
    Change vs previous 13F +15,115 shares

    9.65% of the 13F portfolio, value $15,885,072.

    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 285,967 shares
    Change vs previous 13F +17,627 shares

    10% of the 13F portfolio, value $14,976,115.

    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 268,340 shares
    Change vs previous 13F +9,423 shares

    9.61% of the 13F portfolio, value $13,873,178.

    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 258,917 shares
    Change vs previous 13F +6,388 shares

    9.67% of the 13F portfolio, value $13,634,550.

    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 252,529 shares
    Change vs previous 13F +13,175 shares

    9.74% of the 13F portfolio, value $12,939,584.

    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 239,354 shares
    Change vs previous 13F -7,389 shares

    9.74% of the 13F portfolio, value $12,274,060.

    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 246,743 shares
    Change vs previous 13F -25,085 shares

    10.5% of the 13F portfolio, value $12,651,756.

    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 271,828 shares
    Change vs previous 13F not available

    11.92% of the 13F portfolio, value $13,545,202.

    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).