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Better Money Decisions, LLC: VB position timeline

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

Better Money Decisions, LLC held 19,257 VB 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 19,257 shares
    Change vs previous 13F +142 shares

    2.77% of the 13F portfolio, value $4,563,514.

    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 19,115 shares
    Change vs previous 13F +322 shares

    2.83% of the 13F portfolio, value $4,238,718.

    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 18,793 shares
    Change vs previous 13F -2,439 shares

    3.13% of the 13F portfolio, value $4,515,467.

    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 21,232 shares
    Change vs previous 13F -5,811 shares

    3.57% of the 13F portfolio, value $5,036,504.

    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 27,043 shares
    Change vs previous 13F +296 shares

    4.44% of the 13F portfolio, value $5,896,428.

    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 26,747 shares
    Change vs previous 13F -7,280 shares

    4.85% of the 13F portfolio, value $6,114,019.

    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 34,027 shares
    Change vs previous 13F -6,189 shares

    6.03% of the 13F portfolio, value $7,258,954.

    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 40,216 shares
    Change vs previous 13F not available

    6.69% of the 13F portfolio, value $7,603,555.

    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).