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Better Money Decisions, LLC: XVV position timeline

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

Better Money Decisions, LLC held 88,618 XVV 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 88,618 shares
    Change vs previous 13F +1,841 shares

    2.57% of the 13F portfolio, value $4,226,073.

    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 86,777 shares
    Change vs previous 13F -6,973 shares

    2.48% of the 13F portfolio, value $3,712,567.

    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 93,750 shares
    Change vs previous 13F +790 shares

    2.94% of the 13F portfolio, value $4,246,818.

    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 92,960 shares
    Change vs previous 13F -6,240 shares

    2.92% of the 13F portfolio, value $4,111,105.

    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 99,200 shares
    Change vs previous 13F +2,782 shares

    3.14% of the 13F portfolio, value $4,171,643.

    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 96,418 shares
    Change vs previous 13F -277 shares

    3.08% of the 13F portfolio, value $3,884,604.

    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 96,695 shares
    Change vs previous 13F +27,107 shares

    2.92% of the 13F portfolio, value $3,518,342.

    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 69,588 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,256,602.

    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).