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Disclosery

Betterment LLC: AVDV position timeline

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

Betterment LLC held 91,956 AVDV 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 91,956 shares
    Change vs previous 13F +2,808 shares

    0.02% of the 13F portfolio, value $9,476,000.

    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 89,148 shares
    Change vs previous 13F -2,498 shares

    0.02% of the 13F portfolio, value $8,902,000.

    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 91,646 shares
    Change vs previous 13F -7,163 shares

    0.02% of the 13F portfolio, value $8,612,000.

    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 98,809 shares
    Change vs previous 13F -469 shares

    0.02% of the 13F portfolio, value $8,797,000.

    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 99,278 shares
    Change vs previous 13F -7,128 shares

    0.02% of the 13F portfolio, value $7,871,000.

    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 106,406 shares
    Change vs previous 13F -1,539 shares

    0.02% of the 13F portfolio, value $7,421,000.

    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 107,945 shares
    Change vs previous 13F +7,372 shares

    0.02% of the 13F portfolio, value $7,025,000.

    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 100,573 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,107,000.

    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).