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Disclosery

Betterment LLC: BIV position timeline

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

Betterment LLC held 315,442 BIV 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 315,442 shares
    Change vs previous 13F +5,492 shares

    0.04% of the 13F portfolio, value $24,194,000.

    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 309,950 shares
    Change vs previous 13F +5,758 shares

    0.05% of the 13F portfolio, value $23,922,000.

    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 304,192 shares
    Change vs previous 13F +22,151 shares

    0.05% of the 13F portfolio, value $23,690,000.

    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 282,041 shares
    Change vs previous 13F +19,017 shares

    0.04% of the 13F portfolio, value $22,025,000.

    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 263,024 shares
    Change vs previous 13F +14,021 shares

    0.04% of the 13F portfolio, value $20,342,000.

    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 249,003 shares
    Change vs previous 13F +29,302 shares

    0.05% of the 13F portfolio, value $19,066,000.

    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 219,701 shares
    Change vs previous 13F +19,561 shares

    0.04% of the 13F portfolio, value $16,418,000.

    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 200,140 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,685,000.

    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).