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Better Money Decisions, LLC: XJR position timeline

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

Better Money Decisions, LLC held 34,450 XJR 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 34,450 shares
    Change vs previous 13F +1,469 shares

    0.83% of the 13F portfolio, value $1,362,498.

    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 32,981 shares
    Change vs previous 13F +4,026 shares

    0.83% of the 13F portfolio, value $1,240,871.

    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 28,955 shares
    Change vs previous 13F +440 shares

    0.83% of the 13F portfolio, value $1,190,974.

    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 28,515 shares
    Change vs previous 13F +218 shares

    0.85% of the 13F portfolio, value $1,192,232.

    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 28,297 shares
    Change vs previous 13F +4,825 shares

    0.81% of the 13F portfolio, value $1,071,639.

    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 23,472 shares
    Change vs previous 13F -6 shares

    0.73% of the 13F portfolio, value $919,389.

    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 23,478 shares
    Change vs previous 13F +8,200 shares

    0.75% of the 13F portfolio, value $898,212.

    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 15,278 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $505,108.

    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).