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Disclosery

Better Money Decisions, LLC: SUSB position timeline

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

Better Money Decisions, LLC held 69,075 SUSB 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 69,075 shares
    Change vs previous 13F +1,678 shares

    1.06% of the 13F portfolio, value $1,738,627.

    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 67,397 shares
    Change vs previous 13F +2,343 shares

    1.12% of the 13F portfolio, value $1,684,249.

    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 65,054 shares
    Change vs previous 13F -3,613 shares

    1.11% of the 13F portfolio, value $1,606,826.

    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 68,667 shares
    Change vs previous 13F -13,356 shares

    1.23% of the 13F portfolio, value $1,727,663.

    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 82,023 shares
    Change vs previous 13F +1,865 shares

    1.51% of the 13F portfolio, value $2,008,735.

    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 80,158 shares
    Change vs previous 13F -5 shares

    1.56% of the 13F portfolio, value $1,962,271.

    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 80,163 shares
    Change vs previous 13F -2,792 shares

    1.63% of the 13F portfolio, value $1,962,399.

    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 82,955 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $1,971,843.

    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).