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Disclosery

Better Money Decisions, LLC: MSFT position timeline

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

Better Money Decisions, LLC held 3,498 MSFT 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 3,498 shares
    Change vs previous 13F +21 shares

    1.06% of the 13F portfolio, value $1,740,160.

    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 3,477 shares
    Change vs previous 13F +718 shares

    0.87% of the 13F portfolio, value $1,305,377.

    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 2,759 shares
    Change vs previous 13F +284 shares

    0.81% of the 13F portfolio, value $1,163,055.

    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 2,475 shares
    Change vs previous 13F -22 shares

    0.76% of the 13F portfolio, value $1,065,108.

    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 2,497 shares
    Change vs previous 13F -50 shares

    0.84% of the 13F portfolio, value $1,116,131.

    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 2,547 shares
    Change vs previous 13F +101 shares

    0.85% of the 13F portfolio, value $1,071,643.

    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 2,446 shares
    Change vs previous 13F +110 shares

    0.76% of the 13F portfolio, value $919,836.

    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 2,336 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $737,608.

    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).