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Disclosery

Better Money Decisions, LLC: IJH position timeline

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

Better Money Decisions, LLC held 140,957 IJH 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 140,957 shares
    Change vs previous 13F +5,295 shares

    5.31% of the 13F portfolio, value $8,742,169.

    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 135,662 shares
    Change vs previous 13F -1,700 shares

    5.28% of the 13F portfolio, value $7,915,885.

    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 137,362 shares
    Change vs previous 13F +2,807 shares

    5.93% of the 13F portfolio, value $8,559,038.

    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 134,555 shares
    Change vs previous 13F -11,636 shares

    5.95% of the 13F portfolio, value $8,385,492.

    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 146,191 shares
    Change vs previous 13F +6,821 shares

    6.44% of the 13F portfolio, value $8,555,068.

    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 139,370 shares
    Change vs previous 13F +113,019 shares

    6.71% of the 13F portfolio, value $8,465,338.

    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 26,351 shares
    Change vs previous 13F +2,525 shares

    6.06% of the 13F portfolio, value $7,303,253.

    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 23,826 shares
    Change vs previous 13F not available

    5.23% of the 13F portfolio, value $5,941,096.

    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).