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Better Money Decisions, LLC: SPYV position timeline

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

Better Money Decisions, LLC held 36,647 SPYV 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 36,647 shares
    Change vs previous 13F +1,062 shares

    1.17% of the 13F portfolio, value $1,918,087.

    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 35,585 shares
    Change vs previous 13F -2,533 shares

    1.21% of the 13F portfolio, value $1,817,329.

    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 38,118 shares
    Change vs previous 13F +3,357 shares

    1.35% of the 13F portfolio, value $1,949,355.

    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 34,761 shares
    Change vs previous 13F +1,283 shares

    1.3% of the 13F portfolio, value $1,837,490.

    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 33,478 shares
    Change vs previous 13F +3,447 shares

    1.23% of the 13F portfolio, value $1,631,739.

    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 30,031 shares
    Change vs previous 13F +735 shares

    1.19% of the 13F portfolio, value $1,504,554.

    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 29,296 shares
    Change vs previous 13F +2,267 shares

    1.13% of the 13F portfolio, value $1,366,054.

    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 27,029 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,115,208.

    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).