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Better Money Decisions, LLC: SPTM position timeline

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

Better Money Decisions, LLC held 19,177 SPTM 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 19,177 shares
    Change vs previous 13F +626 shares

    0.87% of the 13F portfolio, value $1,436,200.

    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 18,551 shares
    Change vs previous 13F -688 shares

    0.84% of the 13F portfolio, value $1,261,667.

    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 19,239 shares
    Change vs previous 13F -1,117 shares

    0.95% of the 13F portfolio, value $1,374,229.

    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 20,356 shares
    Change vs previous 13F +725 shares

    1.01% of the 13F portfolio, value $1,426,125.

    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 19,631 shares
    Change vs previous 13F +444 shares

    0.98% of the 13F portfolio, value $1,302,535.

    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 19,187 shares
    Change vs previous 13F +776 shares

    0.98% of the 13F portfolio, value $1,230,819.

    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 18,411 shares
    Change vs previous 13F +587 shares

    0.89% of the 13F portfolio, value $1,076,129.

    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 17,824 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $935,580.

    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).