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Better Money Decisions, LLC: SPTS position timeline

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

Better Money Decisions, LLC held 504,368 SPTS 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 504,368 shares
    Change vs previous 13F +24,181 shares

    8.98% of the 13F portfolio, value $14,772,926.

    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 480,187 shares
    Change vs previous 13F +15,020 shares

    9.37% of the 13F portfolio, value $14,040,657.

    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 465,167 shares
    Change vs previous 13F +61,051 shares

    9.35% of the 13F portfolio, value $13,494,501.

    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 404,116 shares
    Change vs previous 13F -2,948 shares

    8.43% of the 13F portfolio, value $11,885,056.

    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 407,064 shares
    Change vs previous 13F +23,801 shares

    8.84% of the 13F portfolio, value $11,751,928.

    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 383,263 shares
    Change vs previous 13F -17,800 shares

    8.79% of the 13F portfolio, value $11,083,963.

    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 401,063 shares
    Change vs previous 13F -37,466 shares

    9.67% of the 13F portfolio, value $11,650,890.

    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 438,529 shares
    Change vs previous 13F not available

    11.09% of the 13F portfolio, value $12,594,545.

    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).