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Disclosery

Better Money Decisions, LLC: SPDW position timeline

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

Better Money Decisions, LLC held 37,000 SPDW 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 37,000 shares
    Change vs previous 13F +716 shares

    0.91% of the 13F portfolio, value $1,498,128.

    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 36,284 shares
    Change vs previous 13F +55 shares

    0.88% of the 13F portfolio, value $1,321,096.

    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 36,229 shares
    Change vs previous 13F +1,664 shares

    0.86% of the 13F portfolio, value $1,236,495.

    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 34,565 shares
    Change vs previous 13F +908 shares

    0.92% of the 13F portfolio, value $1,298,279.

    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 33,657 shares
    Change vs previous 13F +1,183 shares

    0.89% of the 13F portfolio, value $1,180,696.

    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 32,474 shares
    Change vs previous 13F +618 shares

    0.92% of the 13F portfolio, value $1,163,874.

    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 31,856 shares
    Change vs previous 13F +2,785 shares

    0.9% of the 13F portfolio, value $1,083,422.

    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 29,071 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $901,479.

    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).