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Betterment LLC: AVDE position timeline

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

Betterment LLC held 35,034 AVDE 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 35,034 shares
    Change vs previous 13F +1,185 shares

    0.01% of the 13F portfolio, value $3,125,000.

    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 33,849 shares
    Change vs previous 13F +11,808 shares

    0.01% of the 13F portfolio, value $2,872,000.

    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 22,041 shares
    Change vs previous 13F +547 shares

    <0.01% of the 13F portfolio, value $1,814,000.

    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 21,494 shares
    Change vs previous 13F +6,226 shares

    <0.01% of the 13F portfolio, value $1,696,000.

    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 15,268 shares
    Change vs previous 13F +1,126 shares

    <0.01% of the 13F portfolio, value $1,130,000.

    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 14,142 shares
    Change vs previous 13F -1,378 shares

    <0.01% of the 13F portfolio, value $937,000.

    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 15,520 shares
    Change vs previous 13F +5,132 shares

    <0.01% of the 13F portfolio, value $952,000.

    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 10,388 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $696,000.

    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).