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Disclosery

Better Money Decisions, LLC: IJR position timeline

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

Better Money Decisions, LLC held 9,278 IJR 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 9,278 shares
    Change vs previous 13F -120 shares

    0.62% of the 13F portfolio, value $1,014,039.

    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 9,398 shares
    Change vs previous 13F +686 shares

    0.66% of the 13F portfolio, value $982,762.

    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 8,712 shares
    Change vs previous 13F -506 shares

    0.7% of the 13F portfolio, value $1,003,763.

    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 9,218 shares
    Change vs previous 13F -137 shares

    0.76% of the 13F portfolio, value $1,078,135.

    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 9,355 shares
    Change vs previous 13F -89 shares

    0.75% of the 13F portfolio, value $997,793.

    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 9,444 shares
    Change vs previous 13F -78 shares

    0.83% of the 13F portfolio, value $1,043,733.

    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 9,522 shares
    Change vs previous 13F -729 shares

    0.86% of the 13F portfolio, value $1,030,752.

    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 10,251 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $967,003.

    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).