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Disclosery

Betterment LLC: AGG position timeline

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

Betterment LLC held 15,621,139 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,621,139 shares
    Change vs previous 13F -8,284,237 shares

    2.62% of the 13F portfolio, value $1,546,180,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,905,376 shares
    Change vs previous 13F -2,350,108 shares

    4.5% of the 13F portfolio, value $2,373,087,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,255,484 shares
    Change vs previous 13F +1,687,004 shares

    5% of the 13F portfolio, value $2,622,398,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,568,480 shares
    Change vs previous 13F +1,500,630 shares

    4.87% of the 13F portfolio, value $2,462,990,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,067,850 shares
    Change vs previous 13F +1,191,388 shares

    4.87% of the 13F portfolio, value $2,288,331,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,876,462 shares
    Change vs previous 13F +1,983,074 shares

    5.13% of the 13F portfolio, value $2,164,020,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,893,388 shares
    Change vs previous 13F +1,129,571 shares

    4.6% of the 13F portfolio, value $1,927,669,000.

    13F-HR 0001633901-25-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,763,817 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $1,900,212,000.

    13F-HR 0001633901-24-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).