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Better Money Decisions, LLC: IYJ position timeline

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

Better Money Decisions, LLC held 3,518 IYJ 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 3,518 shares
    Change vs previous 13F +7 shares

    0.3% of the 13F portfolio, value $500,642.

    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 3,511 shares
    Change vs previous 13F +7 shares

    0.31% of the 13F portfolio, value $457,102.

    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 3,504 shares
    Change vs previous 13F +10 shares

    0.32% of the 13F portfolio, value $467,849.

    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 3,494 shares
    Change vs previous 13F +8 shares

    0.33% of the 13F portfolio, value $467,092.

    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 3,486 shares
    Change vs previous 13F +7 shares

    0.31% of the 13F portfolio, value $416,426.

    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 3,479 shares
    Change vs previous 13F +7 shares

    0.35% of the 13F portfolio, value $437,318.

    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 3,472 shares
    Change vs previous 13F +11 shares

    0.33% of the 13F portfolio, value $397,061.

    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 3,461 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $349,191.

    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).