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Better Money Decisions, LLC: SPSB position timeline

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

Better Money Decisions, LLC held 13,929 SPSB 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 13,929 shares
    Change vs previous 13F +1,148 shares

    0.26% of the 13F portfolio, value $420,525.

    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 12,781 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $384,713.

    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 12,781 shares
    Change vs previous 13F +3,349 shares

    0.26% of the 13F portfolio, value $381,633.

    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 9,432 shares
    Change vs previous 13F +116 shares

    0.2% of the 13F portfolio, value $285,597.

    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 9,316 shares
    Change vs previous 13F +112 shares

    0.21% of the 13F portfolio, value $276,694.

    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 9,204 shares
    Change vs previous 13F +69 shares

    0.22% of the 13F portfolio, value $274,008.

    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 9,135 shares
    Change vs previous 13F -4,370 shares

    0.23% of the 13F portfolio, value $272,026.

    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 13,505 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $395,979.

    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).