Better Money Decisions, LLC: SPEM position timeline

Better Money Decisions, LLC held 263,223 SPEM 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 263,223 shares

   Change vs previous 13F +10,852 shares

   6.84% of the 13F portfolio, value $11,250,169.

   13F-HR 0001667731-25-001073 filed by Better Money Decisions, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 252,371 shares

   Change vs previous 13F +5,767 shares

   6.63% of the 13F portfolio, value $9,935,857.

   13F-HR 0001667731-25-000409 filed by Better Money Decisions, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 246,604 shares

   Change vs previous 13F +24,648 shares

   6.56% of the 13F portfolio, value $9,462,178.

   13F-HR 0001667731-25-000121 filed by Better Money Decisions, LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 221,956 shares

   Change vs previous 13F +3,593 shares

   6.5% of the 13F portfolio, value $9,162,335.

   13F-HR 0001858428-24-000003 filed by Better Money Decisions, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 218,363 shares

   Change vs previous 13F +14,996 shares

   6.19% of the 13F portfolio, value $8,225,736.

   13F-HR 0001858428-24-000002 filed by Better Money Decisions, LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-03-31

   13F 203,367 shares

   Change vs previous 13F +22,863 shares

   5.84% of the 13F portfolio, value $7,359,843.

   13F-HR 0001858428-24-000001 filed by Better Money Decisions, LLC
   Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-12-31

   13F 180,504 shares

   Change vs previous 13F +14,236 shares

   5.31% of the 13F portfolio, value $6,391,635.

   13F-HR 0001800502-24-000002 filed by Better Money Decisions, LLC
   Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-09-30

   13F 166,268 shares

   Change vs previous 13F not available

   4.91% of the 13F portfolio, value $5,581,615.

   13F-HR 0001858428-23-000002 filed by Better Money Decisions, LLC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).